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Welcome to mortgageonline bankingCustomer Guide
Reasons to love our new mortgage experienceFeatures Make a one-time payment or enroll in autopay View escrow details (hazard, insurance, optional insurance) Generate payoff statementsBenefits Get mobile accessSingle login integrated withonline bankingNo navigating to a separate page Review monthly online statements, escrow analysis, etc. Review Amortization Schedules Loan Calculator – calculate hypothetical scenarios (projectedpayoff date, additional to principal, or large principalcurtailment) Update personal information (address, phone number, email) Contact Us via Secure Message routed to the CustomerResource Center And more!Umpqua Bank Member FDIC NMLS 4018672
How to log inIt’s easy!1. Go to our website www.UmpquaBank.com2. Select “Log in” from the top right corner navigation3. Choose “Personal Banking” from the login options4. Enter your Login ID5. Enter your Password6. Choose how to receive your secure access code.Then enter your code, and you’re in!Umpqua Bank Member FDIC NMLS 4018673
Bank account dashboardHow to access your mortgage1. From your bank account dashboard,select the tile for the mortgage account,which will open your mortgage accountin a new window.Umpqua Bank Member FDIC NMLS 4018674
Mortgage dashboardYour mortgage account will openup in a new windowTo return to your bank account dashboard,select the link in the upper right corner ofthe screen.Learn the lingoAt the top of the dashboard are the mainnavigation “chiclets”. Select them to viewmore information.Below the chiclets are “tiles”. Tiles arelarger and display more information. Selectthem to view more information.Umpqua Bank Member FDIC NMLS 4018675
Dashboard tilesYour dashboard gives you anaccount overview. You can: View payment information andenroll in autopay View loan balance and homevalue See neighborhood propertyvaluesUmpqua Bank Member FDIC NMLS 4018676
Payment pageThere’s a variety ofpayment information Make a payment View scheduled payments Enroll in autopay View payment history Add accounts for makingpayments Pay a lump sum amountUmpqua Bank Member FDIC NMLS 4018677
Make a paymentThere’s two ways, either:1. Select the hyperlink on thePayment chiclet to get theMake a Payment pop-up.2. Or click the Payment tile togo to the Payment page.Here you can setup orreview autopay or schedulepayments.Watch a video on how to make a payment.Umpqua Bank Member FDIC NMLS 4018678
My HomeThis page has tools andcalculators to help youmake decisions Learn more about owning yourhome sooner View information about theequity in your home. View LTV information Pay a lump sum amountUmpqua Bank Member FDIC NMLS 4018679
My LoanHere you can: View loan balance, remainingpayments and other information View payment history. View taxes and insuranceinformation View amortization schedule Manage your loan information –address, email, phone numberUmpqua Bank Member FDIC NMLS 40186710
My NeighborhoodThinking about moving? View average sales prices inyour neighborhood See home value trends View recently sold homes View nearby school information See the sales history of yourhomeUmpqua Bank Member FDIC NMLS 40186711
EducationNeed help? View FAQs and find otheruseful information about yourmortgage accountUmpqua Bank Member FDIC NMLS 40186712
Document CenterGet access to yourdocuments From the dashboard selectAccount Management thenselect Document Center View statements or escrowand tax documents. Selectfrom drop down menu.Watch a video for accessing your documents.Umpqua Bank Member FDIC NMLS 40186713
Questions?Give us a call(866) 486-7782Mon-Fri, 8am-6pmSat-Sun, 8am-5pmor download theUmpqua Go-To appUmpqua Bank Member FDIC NMLS 40186714
Thank You
payoff date, additional to principal, or large principal curtailment) Update personal information (address, phone number, email) Contact Us via Secure Message routed to the Customer Resource Center And more! Umpqua Bank Member FDIC NMLS 401867 2 Benefits Get mobile access Single login integrated with online banking
