P3 Delegated Resources

Are you a Delegated client looking for a more interactive training experience? Click here to register for our instructor led training.

Process Guide

06.22.23

Delegated Loan Process Guide - Registering a Loan

A step-by step guide for registering Delegated Loans.

03.08.23

Delegated Loan Process Guide - Best Efforts Pricing & Locking a Loan

A step-by step guide for pricing Best Efforts Delegated Loans.

06.22.23

Delegated Loan Process Guide - Mandatory Loans & Trade Process

A step-by step guide for identifying Mandatroy Loans.

06.27.23

Delegated Loan Process Guide - Submit Condition Documentation

A step-by step guide for submitting Pending Condition documents.

06.25.20

Delegated and Non-Delegated Guide - Complete Loan Package

A step-by step guide to processing a Complete Loan Package.

04.14.22

Delegated and Non-Delegated Document Guide - Unacceptable File Delivery

A step-by step guide to remidiate an Unacceptable File Delivery.

Role Based Resources

08.23.22

Delegated Role Based Resources

A hub of links to training support material that will provide assistance with performing key P3 functionalities specific to user role.

Simulations

Training Modules

06.27.23

Register a Delegated loan

Learn how to register a Delegated Loan.

06.27.23

Pricing a Delegated loan

Learn how to price a Delegated Loan.

06.22.23

Complete Loan Package

Understand how to complete a loan package after you have registered a loan.

06.27.23

Unacceptable File Delivery

Understand why a complete loan package is unacceptable and re-submission.

06.22.23

Submit Pending Condition Documents

Learn how to submit condition documentation to a loan.

06.27.23

Pull Reports

Learn the procedure to pull reports.

06.27.23

Review Purchase Advice

Understand how to review Purchase Advice.

Videos