P3 Hot Topics

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Frequently Asked Questions

06.26.23

Frequently Asked Questions

This page provides help with the most common questions about P3.

Process Guide

05.12.22

Non-Del Loan Process Guide - Register Loans

A step-by step guide for registering Non-Delegated Loans.

06.22.22

Non-Del Loan Process Guide - Pricing a Loan

A step-by step guide for pricing Non-Delegated Loans.

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 Del Loan

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

06.22.23

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 remediate an Unacceptable File Delivery.

05.03.23

Admin Job Aid

A guide that walks you through the functions available for the Admin Role in P3.

09.29.20

Review Legacy Loan Data

This Job Aid walks you through how to access historical loan data, called legacy loan data in P3.

09.29.20

Reviewing Legacy Pipeline Reports

This Job Aid will help you navigate and export the Legacy Pipeline Reports.

06.22.23

Upload Legacy Post Purchase Condition

This Job Aid walks you through how to upload documents to clear legacy post purchase conditions, from the old portal, which are now located in P3.

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.

08.23.22

Non 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.

Training Modules

06.22.23

Introduction to P3

A brief introduction to P3 including an overview of transition topics, navigation, and functionality.

06.26.23

Logging into P3

Learn how to log into P3 and change your password.

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.

06.27.23

Unacceptable File Delivery

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

06.28.23

Register Non-Delegated loan

Learn how to register a Non-Delegated Loan.

07.20.20

Pricing a Non-Delegated loan

Learn how to price a Non-Delegated Loan.

11.30.21

Unacceptable Eligibility Delivery

Learn why an eligibility file is unacceptable and corrective actions.

Videos