Portal training.
Short screen recordings of the TPO portal: pricing a scenario, submitting a file, and the steps after. Some are made for borrowers, so you can send them on.
Broker login(opens in a new tab)6 videos · 2 topics
Portal Support
4
VideoSelf Disclose Walk Through
TPO Portal Self Disclose Workflow
VideoLoan Submission
Tutorial showing how to register and submit a loan file from beginning to end.
VideoPortal Walkthrough
This video will introduce users to Cake TPO's wholesale portal.
VideoFor your borrowerHow to eSign disclosures
This video will walk borrowers through the process of eSigning their disclosures.
Pricing
2
Stuck on a step?
Skip the video and call. Someone who works in the portal every day will walk the screen with you.
Already approved? Broker login (opens in a new tab)
