As you help home buyers, we want to help you.
Resources and Job Aides
General Program & Second Loan Slide Deck/Presentation - General program and second loan document training.
Correspondent Client Reference Guide - This Lakeview job aid walks you through how to log in, add a new loan file to the system, how to price and lock a loan, how to upload loan documents, and view helpful reports in the system.
Locking and Pricing a Loan paired with a Second (Brief video available online now)
Naming Convention Quick Reference Guide – This job aid outlines the very specific naming conventions that the Lakeview system requires for loan document upload.