PAM 3.0 Training Guides

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55 articles in this collection
Written by Michael Neef and Trevor Livingston

Importing 1003 Into Encompass - API Integration

Setup your Loan Officer 1003 Encompass Integration
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Written by Michael Neef
Updated over a week ago

Adding Specific Additional Loan Programs

How to create additional Loan Program options for your client. (Ex. Adding a 30 year and a 15 year term loan option)
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Written by Michael Neef
Updated over a week ago

Seller Contributions

Adding seller contributions/concessions to a loan
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Written by Michael Neef
Updated over a week ago

Subject Property

Adding a subject property to loan file
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Written by Michael Neef
Updated over a week ago

Zapier Integration

Zapier Setup and Sample Zap Instructions
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Written by Trevor Livingston
Updated over a week ago

Importing Fannie Mae 3.2 files into LOS systems

Importing the Downloaded File into Byte, Encompass, Point, Mortgage Builde Software
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Written by Trevor Livingston
Updated over a week ago

Encompass - Importing/Exporting Fannie Mae 3.2 file

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Written by Trevor Livingston
Updated over a week ago

Interest Rate/Adjusting Rates

How to use "My Rates" on the Dashboard & adjusting and locking the rate within a loan
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Written by Trevor Livingston
Updated over a week ago

How To: MI Update On A Loan

Updating Mortgage Insurance from within a Loan
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Written by Trevor Livingston
Updated over a week ago

How To: Correct APR

APR isn't showing correctly
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Written by Trevor Livingston
Updated over a week ago

Encompass Integration - Conditions

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Written by Trevor Livingston
Updated over a week ago

Pre Approval Letter Permission Settings

"Allow prequalification requests from the Mobile App" vs "Automatically issue letters for qualified scenarios"
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Written by Trevor Livingston
Updated over a week ago

How to change the default amount of days for expiration letters

changing/updating the default number of days for your expiration date
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Written by Trevor Livingston
Updated over a week ago

Adding expiration date to letter

How to add the credit expiration date to letter templates or individual loan letter
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Written by Trevor Livingston
Updated over a week ago

Adding a pre-approval letter expiration date to an existing loan

How to add credit expiation date to a loan
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Written by Trevor Livingston
Updated over a week ago

Exporting a Fannie Mae File

Fannie File Export
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Written by Trevor Livingston
Updated over a week ago

Realtor or Borrower Computer Login (URL)

Need to supply Realtor or Borrower website login info
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Written by Trevor Livingston
Updated over a week ago

Sending a message from your PAM app

How to send or reply to a message from within the app
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Written by Trevor Livingston
Updated over a week ago

How To: Connect to an Realtor with an Existing Account

Connecting with and adding a Realtor to a loan who is already set up in PAM
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Written by Trevor Livingston
Updated over a week ago

How To: Download Conditions in Bulk

How to download all pending conditions at one time (for a single loan)
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Written by Trevor Livingston
Updated over a week ago

Basic Refi Role with PAM

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Written by Trevor Livingston
Updated over a week ago

Delay Timer for Conditions and Milestones

How to set a timer for sending out Conditions and/or Milestones
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Written by Trevor Livingston
Updated over a week ago

Billing, Pricing, Adding Seats and/or Upgrading your Account

Questions regarding your bill, PAM pricing, upgrading your account or updating your credit card
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Written by Trevor Livingston
Updated over a week ago

How To: Grant Clients Access to Multiple Loan Options

Giving a borrower access to more than one loan option.
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Written by Trevor Livingston
Updated over a week ago

How To: Create Down Payment Assistance Loan Template

Creating a custom loan template with down payment assistance
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Written by Trevor Livingston
Updated over a week ago

How To: Set Due Dates and Assign Conditions

Assigning a Condition to a Borrower/Co-Borrower and setting a due date
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Written by Trevor Livingston
Updated over a week ago

How to: Setup your profile

Setting up and editing your profile
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Written by Trevor Livingston
Updated over a week ago

How To: Update Notification Settings

Setting up notification default settings
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Written by Trevor Livingston
Updated over a week ago

How To: Create Loan Templates

Setting up your loan templates
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Written by Trevor Livingston
Updated over a week ago

How To: Build your Milestones Templates

Building your Milestone Templates
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Written by Trevor Livingston
Updated over a week ago

How To: Create Conditions Templates

Creating Condition Templates
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Written by Trevor Livingston
Updated over a week ago

How To: Edit Compliance and Disclaimers

Editing Compliance and Disclaimers
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Written by Trevor Livingston
Updated over a week ago

How to: Create and Invite Realtor

Creating and inviting a Realtor to PAM
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Written by Trevor Livingston
Updated over a week ago

How To: Add Social Media Accounts

Adding your Facebook, Twitter, YouTube, etc to your account
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Written by Trevor Livingston
Updated over a week ago

How To: Send Mobile Download Link

Sending mobile app download link
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Written by Trevor Livingston
Updated over a week ago
Managing A Loan Or Borrower

How To: Set Up a Borrower and Co-Borrower

Creating a Borrower and Co-Borrower account
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Written by Trevor Livingston
Updated over a week ago

Merging Accounts

Can I merge accounts in PAM?
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Written by Trevor Livingston
Updated over a week ago

How To: Invite a Borrower

Inviting a Borrower to PAM
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Written by Trevor Livingston
Updated over a week ago

How To: Change the Status of a Loan/Borrower

How can I delete a customer from PAM?
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Written by Trevor Livingston
Updated over a week ago

How To: Create Custom Pre Approval or Pre Qualification Letters for a Specific Loan

Editing a Pre Approval or Pre Qualification Letter based on a Borrower's specific situation
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Written by Trevor Livingston
Updated over a week ago

How To: Send a message to a Borrower or Realtor from PAM

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Written by Trevor Livingston
Updated over a week ago

Quick Pre Approval Letter from Pre Approve Me Web

Sending Pre Approval/Pre Qualification Letters
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Written by Trevor Livingston
Updated over a week ago

Creating a Loan for a Realtors Account

How do I set up a Real Estate Agent and also give them a loan?
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Written by Trevor Livingston
Updated over a week ago

How To: Adjust Loan Level Settings

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Written by Trevor Livingston
Updated over a week ago

How To: Correct a Not Qualified - "down payment too low for type of loan" message in approved scenario

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Written by Trevor Livingston
Updated over a week ago

How To: Set Up Restrictions on Loan Options

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Written by Trevor Livingston
Updated over a week ago

Loan Communication Tracking

How to view all loan notifications that have been sent through PAM
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Written by Trevor Livingston
Updated over a week ago

How To: Set Loan Parameters

Updating Loan Programs and Editing Loans
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Written by Trevor Livingston
Updated over a week ago

Loan Not Qualified Based on Exceeding Loan Amount

How to correct the error message “Your loan amount exceeds the maximum permitted by law”
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Written by Trevor Livingston
Updated over a week ago

How To: Create Down Payment Assistance Loan Option in an Existing Loan

Creating a loan option within an existing loan
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Written by Trevor Livingston
Updated over a week ago

How To: Turn Off/On Pre Approval or Pre Qualification Letters for a Borrower

How to turn off/on a Borrower's Pre Approval/Pre Qualification Letters
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Written by Trevor Livingston
Updated over a week ago

How To: Update Milestones

Updating Milestones
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Written by Trevor Livingston
Updated over a week ago

How To: Update, Request and Give Feedback on Loan Conditions

Updating Loan Conditions
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Written by Trevor Livingston
Updated over a week ago

Loan Programs and Editing Loans in PAM

How to create a loan program and set guidelines and update ratios
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Written by Trevor Livingston
Updated over a week ago

How To: Update a "Borrower Recent Scenario" to a "Loan Officer Approved Scenario"

How to edit a Borrowers Scenario/Why can't I edit or update my loan?
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Written by Trevor Livingston
Updated over a week ago