1 / 21

Entering a Loan into OpenClose

Entering a Loan into OpenClose. OpenClose is a web based program that can be access from any computer. Login to OC by going to https://www.heritageoc.com/ Input User name and password Opening screen will appear.

vienna
Télécharger la présentation

Entering a Loan into OpenClose

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Entering a Loan into OpenClose

  2. OpenClose is a web based program that can be access from any computer • Login to OC by going to https://www.heritageoc.com/ • Input User name and password • Opening screen will appear

  3. To enter a new loon, select “new Loan entry” from the “Add a Loan” section on the left side of the screen

  4. Complete the information on the “Borrowers” screen. Red asterisk fields are required: This section is only for married co-borrower

  5. Choose the destination you would like for the loan to open and hit the “Save New Loan” button.

  6. Completing the 1003 • If the destination selected on the previous step was 1003, OC will open in the 1003 section. If not, in order to access the 1003, you will need to go to the “Loan Actions” drop down menu and select “Edit 1003”

  7. The 1003 screen looks like this

  8. Each section has it’s own tab at the top • Click on each tab to complete all sections of the loan application

  9. Types & Terms Tab

  10. Property Tab

  11. Borrower Info Tab

  12. Borrower Info continuedDetails Tab

  13. Employment Tab

  14. Income Tab

  15. Housing Expense Tab P&I will auto populate once all details are provided

  16. Housing Expense Tab continued

  17. Housing Expense tab continued

  18. Assets tab

  19. Assets tab continued

  20. Assets tab continued

  21. Liabilities tab

More Related