UWM Live Demo Drop-Ins
Are you taking advantage of all that our time- and money-saving tools offer? We’re confident that the more you understand the power and potential our wide range of tools offer, the steadier and stronger your business will grow. That’s why we’re offering a series of 30- to 45-minute, instructor-led live demos that you can join anytime you need a comprehensive tutorial or quick refresher. Take a look at the tools currently being featured and be sure to check back as we introduce others.
Blink+ Basics
Tuesdays at 11:00am ET
Campaigns: Learn how to customize your application portal and invite real estate agents into the transaction
File Processing: Price out a loan, generate docs and more
Borrower Application: How to co-browse and screen-share with your clients directly in the portal
Blink+ Advanced
Thursdays at 11:00am ET
Generate Leads: See how to purchase leads from BankRate
Call Reports: Create mortgage call reports you can export into Excel
Management: Learn how to manage fees, conditions, AUS Findings and more
BOLT
Thursdays at 3:00pm ET
Benefits of BOLT: Learn about the efficiencies and perks of running your loans through the BOLT workflow
File Preparation: Understand the loan criteria and document preparation needed to successfully run BOLT
Document & Workflow: See how to classify documents and answer questions in each category, including using the income calculator
BOLT Approval: Learn how to obtain an income-verified BOLT approval letter complete with outstanding conditions after a successful run
Brand 360
Wednesdays at 11:00am ET and Fridays at 4:00pm ET
Brand Builder: Learn how to build and customize flyers, emails and social graphics
Client Connect: How to set up your borrower alerts and take action
Marketing Calendar: How to link your social accounts and schedule a single post or months’ worth of content
Insights
Tuesdays at 2:00pm ET
Types of Reports: View separate reports for loans in your pipeline, loans in process, funded loans, locked loans and more
Customizing Reports: How to customize reports to fit your business
Exporting to Excel: Learn how to export reports to your own systems for easy compliance and audits
Use Cases: Track and manage data as your business grows
InTouch
Fridays at 11:00am ET
Loan Pipeline: Learn how to manage your pipeline from a smartphone on the go
Uploading Docs: Use your camera to take photos of documents, upload and save as PDFs
Working With Conditions: View current and cleared conditions — even upload new conditions
Creating Client Requests (CRs): Create and view CRs, add comments and view/cancel resolved CRs
Easy Qualifier (EQs): Get a price quote on any of our loan products and get the mortgage process started from anywhere
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