Greenbox Loans, Inc. Portal Loan Submission Process

Five easy steps to submit your loan

Loan Registration Process

Step #1 1. Log in and click on Start New Loan Register A Loan File Upload Browse- find you Fannie Mae File 3.2 and upload.

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Price Your Loan/ Select Loan Program Step #2

Step #2 Click on Get Pricing- enter Needed information to run pricing And register your loan under the correct program.

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Complete Online Loan Submission Form Step #3

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Step #3 Fill out Online Submission form in its entirety for disclosing purposes.

Initial Document Upload Step #4

Step #4 Broker to submit Credit Package within 3 Days of Greenbox receipt of the borrowers signed intent to proceed. Submit following items to meet Greenbox, Loans minimum submission requirements: Income verification per guidelines, Asset Verification per guidelines, preliminary title report.

Submit Loan File Step #5

Step #5 Click on Submit This will generate a loan number for you.

Uploading Conditions

Once loan has been approved a conditions icon will be available to click on and upload conditions.

Check off the appropriate condition and upload one by one. This will tag the condition to the approval and mark if for the Account Manager to submit back to UW.

Finding Preliminary Conditions

View Condition Status

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Program Exception Request

Exception request can be made through the pricing page. Simply fill out the loan scenario fields and close the page. This will take you to fill out the request exception info box.

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Loan Status Icon

View Loan detail

View Loan info

Processing document upload view

Broker document upload view

View Loan detail

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Lock Request

Click on lock request icon. An

email will be sent to lock desk to provide pricing for locking

your loan.

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Order Docs

You can order docs by clicking on the docs

icon.. You can download the doc

order form fill out and upload

for your account manager.

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Appraisal Ordering

When ready to order an appraisal Please click on the top tab “Order Appraisals” Click and this will take you to Lender X (AMC) page – enter user/password.

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