Pre-Portal Training

Why is the Willow Portal important?

1. Whether the loan officer has Arive or Lending Pad, you can track everything in one place.

2. It is how you coordinate with the Setup team and Compliance team.

3. It allows you to track tasks, notes, and follow ups. You can manage a lot of loans quickly thru the Willow Portal.

4. It automates many things for you.

Pre-Portal Training: The Basic Workflow of the Team

Pre-Portal Training: LO Submission

What happens before we get a loan ready to process?

Pre-Portal Training: All Loans Page

Pre-Portal Training: Pipeline Page

Pre-Portal Training: Calendar View

Arive

80% of our loan officers use Arive... so we do too. We integrate 100% into our client's Arive LOS system. These videos below are a first glance at what we do in Arive while we process the file.