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DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022BROKER PORTAL USER GUIDEThe Broker Portal is an exclusive platform that makes it even easier to do business with Caliber Home Loans. This userguide will provide details on what you can expect to see.Benefits of using the Broker Portal include: Increased ProductivityStreamlined processes to boost efficiencyAn overall improved broker experienceCheck out these sections to learn more!Dashboard The landing page for the broker portal, and it has been designed to keep you informed on the latestinformation available while allowing you to be as efficient as possible.MyPipeline A robust, customizable, all-encompassing way to view and manage your pipeline effectively.Create a New Loan A redesigned process to allow for an intuitive step by step flow for creating new loans.Product & Pricing Provides a streamlined and more robust pricing and eligibility tool with dynamic fieldsbased on inputs.My Account Settings Allows users to set up certain details about their account within the Broker Portal.Advanced Search Allows users to search for loans with additional field options.H2O Additional menus and options to make working on loans more efficient.Caliber LE Provides users a simplified and intuitive workflow for generating the Caliber LE.Broker Portal: Logging InTo access the Broker Portal go to blueprint.caliberwholesale.comand enter your Caliber credentials. 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 1
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: DashboardThe Dashboard is the landing page for the broker portal, and it has been designed to keep you informed on thelatest information available while allowing you to be as efficient as possible.Action TabsLoan AnalyticsCaliber TeamTurn TimeIdentify loans that haveitems to review, loans withupcoming deadlines, andloans with outstandingconditions that need to beresolved.Displays the loans that haveclosed, are in underwriting,and that have funded MTD.Provides contactinformation to yourAccount Executive (AE),direct manager, andsupport team members.Current turn times for LoanRegistration, Underwriting,Conditions, Initial CD, andClosing Docs for your Opscenter.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 2
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Dashboard, cont.Actions Tabs break down where your attention is needed to move loans forward.Items to ReviewRun AUS: Loans that need AUS tobe run.Create Caliber LE: Wholesaleloans where the Caliber LE has notyet been created.Send Caliber LE: Wholesale loanswhere the Caliber LE has beencreated but not yet sent to theborrowers.Borrower to eSign LE: Wholesaleloans where the LE has been sentbut we have not received thesignature from all applicable parties.Submit Loan: Wholesale loanswhere AUS has been run and theLE sent but the loan has not yetbeen submitted.Appraisal Order needs attention:Wholesale loans where an appraisalhas been ordered and payment hasbeen received but it requires thebrokers attention for any reason.CL1 loans where AUShas been run but the loanhas not yet beensubmitted.Review Active Alerts/Stops:Wholesale loans that have anyactive alerts or stops that requireattention.Lock Loan: Wholesale and CL1loans where the loan has not yetbeen locked.Order Appraisal: Wholesale loanswhere an appraisal is required buthas not yet been ordered.Appraisal Payment: Wholesaleloans where and appraisal has beenordered but the payment has not yetbeen received.Order CD: Wholesale or NonDelegated Cl1 loan where the CDclosing collaboration has started butthe loan requires attention forsuccessfully ordering the initial CD.Borrower Receipt of CDconfirmed: Wholesale or NonDelegated CL1 loans where a CDhas been sent but not yet openedby all applicable parties.Upcoming DeadlinesLock Expiration: A loan where thelock expires in the next 7 days andis likely to expire prior to the loanfunding.Credit Doc Expiration: A loanwhere the current underwritingcredit approval expires in the next 7days and is likely to expire prior tothe loan funding.Upcoming Closing: Loans thathave not yet funded and theestimated closing date is within thenext 7 days.Outstanding ConditionsReview and Upload Conditions: Wholesale loans withtheir first set of conditions.Additional Information Needed: Wholesale loans withupdates made to existing conditions.New Conditions Added: Wholesale loans with newconditions added to them.Upload Conditions for Purchase: CL1 loans that aresuspended and require conditions for purchase.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 3
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Dashboard, cont.Click any of the “Call to Action” tabs to seeloans that have Items to Review, UpcomingDeadlines, or Outstanding Conditions.Click on the hyperlinks toopen the task, or loan, inH2O. Hover over the link foradditional Required Actions.Use the dropdown totoggle between MTD,YTD, and All time.Contact info is available foryour AE, their manager, andsupport team members.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 4
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Dashboard, cont.Utilize the dropdown to togglebetween Business Days and CurrentReview Date.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 5
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: MyPipelineThe MyPipeline tab is a robust, customizable, all-encompassing way to view and manage your pipelineeffectively. It can be accessed by clicking on MyPipeline from the Navigation Menu.Action ItemsAll LoansExpiring LocksDisplays loans that need attention.Displays all active, non-funded loans.Default display shows any activeloan with a lock that is expiring in thenext 7 days.Pending SubmissionUpcoming ClosingsFundedLoans that have been created but notsubmitted to Caliber.Default shows loans that have anestimated closing date in the next 7days.Displays all loans that have fundedin the last 30 days.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 6
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: MyPipeline, cont.Utilize dropdown foradditional filter options.Options allow you to set as a default tab,add/remove columns, filter, and export toexcel.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 7
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Create New LoanThe Create New Loan tab has redesigned the process to allow for an intuitive step by step flow for creating newloans.StepClick Create New LoanSelect Import file, Manual Input, orCopy From Existing Loan Can create a loan on behalf of another originator, who has shared theirpipeline with you, using the Originator dropdown. Can enter up to 6 names as Additional Contacts. These individuals willreceive Loan Status Notifications for these loans as well. Can import FNM 3.2 or MISMO 3.4 To import file you can browse or Drag & Drop.If copying a loan using SSN, a gridwill appear allowing you to selectthe specific loan you want to copyfrom.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 8
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Create New Loan, cont.StepSelect Loan Type & Loan Product(optional) Dropdowns will show all loan types and products. Recent Product will show the 5 most recently used products.Upload Submission Package(optional)Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 9
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Create New Loan, cont.StepSelect Duplicate Loan (ifapplicable) and/or clicknext. Complete Application Tracker (ifapplicable)Duplicate loan search only applies when borrower with same name and SSNhas an existing loan in your brokerage. Select applicable Property Address radio button indicating if yourborrower has identified a property address or if the loan is a TBD. Enter Application Date and Confirm all 6 Key Points of Data havebeen received.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 10
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Create New Loan, cont.StepNew Loan Has Been Created Move forward with loan from What would you like to do next? section. Each link will navigate you to that specific area for your loan.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 11
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & PricingThe Product & Pricing tab provides a streamlined and more robust pricing and eligibility tool with dynamic fieldsbased on inputs. It will allow you to easily Lock, Assign, and Compare products & rates and can be accessedby clicking on Product & Pricing from the Navigation Menu.Within this section, find steps on how to: Lock Your Loan Assign a Rate/Product Compare ProductsUsers can now search for morethan one Loan Type in a singlesearch.Non-QM Products can be foundwhen “Conventional” LoanTypes have been selected.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 12
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Lock Loan)StepFill in all required fields asindicated with the red asterisk * Locate your rateThere are 3 ways a user can search for products and pricing.- By using a defaulted or previously created scenario- By importing a FNM 3.2/MISMO 3.4 file- By manually inutting the search criteriaThe 3 most commonly used scenarios are available in the Scenario dropdown. Rates for 30, 45, 60, & 90 days are displayed with each search and youcan toggle between each one. Locate additional rates for your product by clicking the next to theproduct name which will expand the rate stack. Click on links under Credit/Cost or Monthly MI (if applicable), for a pricingbreakdown.Click the pencil to edityour search criteria.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 13
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Lock Loan), cont.StepSelect Lock from Actionsmenu by desired rateVerify Lock Detail Dropdown appears by hovering mouse over desired rate. Ineligible products and Near Misses with the reason(s) for being ineligible willappear at the bottom of the screen. Complete required fields and click Lock.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 14
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Lock Loan), cont.StepComplete AddressVerification Select Rate and then click LockMy Loan.Select applicable radio button and then Confirm. Click Lock My Loan if desired rate and term shows selected. Click See More Rates for additional rate options to select from.Click “See More Rates” to viewadditional rate options.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 15
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Lock Loan), cont.StepComplete Application Tracker (ifapplicable)New Loan Has BeenCreated and Locked Enter Application Date. Confirm all 6 Key Points of Data have been received. Click Lock My Loan. Move forward with loan from What would you like to do next? section. Each link will navigate you to that specific area for your loan.Click here for PDF of your LockConfirmation.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 16
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Assign a Rate/Product)StepFill in all required fields asindicated with the red asterisk * Locate your rateThere are 3 ways a user can search for products and pricing.- By using a defaulted or previously created scenario- By importing a FNM 3.2/MISMO 3.4 file- By manually inutting the search criteriaThe 3 most commonly used scenarios are available in the Scenario dropdown. Rates for 30, 45, 60, & 90 days are displayed with each search and youcan toggle between each one. Locate additional rates for your product by clicking the next to theproduct name which will expand the rate stack. Click on links under Credit/Cost or Monthly MI (if applicable), for a pricingbreakdown.Click the pencil to edityour search criteria.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 17
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Assign a Rate/Product), cont.StepSelect Assign from Actionsmenu by desired rateVerify Loan Details Dropdown appears by hovering mouse over desired rate. Ineligible products and Near Misses with the reason(s) for being ineligible willappear at the bottom of the screen. Complete required fields and click Assign.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 18
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Assign a Rate/Product), cont.StepComplete AddressVerification Complete Application Tracker (ifapplicable)Select applicable radio button and then Confirm. Select applicable Property Address radio button. Enter Application Date and Confirm all 6 Key Points of Data havebeen received.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 19
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Assign a Rate/Product), cont.StepNew Loan Has Been Created andAssigned Move forward with loan from What would you like to do next? section. Each link will navigate you to that specific area for your loan.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 20
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Compare Products)StepFill in all required fields asindicated with the red asterisk * Locate your rateThere are 3 ways a user can search for products and pricing.- By using a defaulted or previously created scenario- By importing a FNM 3.2/MISMO 3.4 file- By manually inutting the search criteriaThe 3 most commonly used scenarios are available in the Scenario dropdown. Rates for 30, 45, 60, & 90 days are displayed with each search and youcan toggle between each one. Locate additional rates for your product by clicking the next to thedesired product. Click on links under Credit/Cost or Monthly MI (if applicable), for a pricingbreakdown.Click the pencil to edityour search criteria.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 21
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Compare Products), cont.StepSelect Compare fromActions dropdown and clickCompare Products Dropdown appears by hovering mouse over desired rate. Can compare up to 5 different rates/products within any of the lock termsreturned.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 22
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Product & Pricing (Compare Products), cont.StepSelect Assign or Lock Loan Click here if you select Assign to complete the Assign a Rate/Productprocess. Click here if you select Lock Loan to complete the Lock Loan process.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 23
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: My Account SettingsThe My Account Settings feature allows users to set up certain details about their account within the BrokerPortal.StepClick on your name icon and then My AccountSettingsMy Employee DetailsPipeline AccessCan enter NMLS licensenumber and additionalcontact info.Users can grant otherusers within the brokerageaccess to their pipeline.Credit VendorCredentialsAdd/edit credit provideraccounts to use whenpulling credit.NotificationsSet preferences for loanstatus notifications (LSN’s)that are received on eachloan.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 24
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: My Account Settings, cont.My Employee Details: Enter NMLS License number and additional contact info.NMLS license number and contact informationcan be edited from this screen.Pipeline Access: Users can grant other users within the brokerage access to their pipeline.Use search box to quickly search forspecific user.Clicking the check boxwill grant that useraccess to yourpipeline.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 25
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: My Account Settings, cont.Credit Vendor Credentials: Add/edit credit provider accounts to use when pulling credit.Notifications: Set preferences for loan status notifications (LSN’s) that are received on each loan.“View Change History” shows a list ofwhat changes have been made.Checking notification boxes will enableLSN notifications for that specific event.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 26
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Advanced SearchThe Advanced Search feature allows users to search for existing loans within the Broker Portal using additionalsearch criteria.StepSelect Advanced Search Click in the search bar from any screen within the Broker Portal and thenAdvanced Search.Enter Search Criteria Click Search when all desired criteria has been entered.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 27
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Advanced Search, cont.StepSelect loan number fromsearch results Click onto modify the Search Criteria.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 28
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: H2OAccessing H2O from the Broker Portal brings improved functionality and increased efficiency for working on yourloans.Left Menu: Allows for easy navigation within H2O to access the necessary steps and pages required throughoutthe lifecycle of the loan.Right Menu: Provides Loan Summary and Key Dates for the loan to be located with one click.o Click onto expand the Loan Summary for more information about the Property, Loan, Underwritingdetails, or Borrower.o Click onto have the contact detail for the loan open in a new window.o Click onto expand the Date Tracker which provides key dates for the loan.“Menu” allows to toggle betweenGlobal Menu and Loan Menu options.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 29
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Caliber LE-The Caliber LE provides a simplified and intuitive workflow, with no unnecessary information on the screensguiding the user swiftly through each step in the proper order.StepSelect Create Caliber LE From the dashboard, hover over Required Action and select Create CaliberLE; when in a loan, select Caliber LE under disclosures. Caliber LE can only be run if the loan has a product assigned.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 30
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Caliber LE, cont.Step Click Run Fee Quote.Run Fee Quote appears when all required fields are complete.Appraisal Waivers received from runningClearChoice AUS will be identified here.Add Services (optional) Click Add Service to select from services to be added. Only SSP’s that are manually added can be removed.Click the star icon to designate SSP as a favorite.Click “ ” to select a different provider andutilize search bar to find desired SSP. If SSP isnot found, select closest provider and aCustom SSP can added on the fees screen.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 31
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Caliber LE, cont.StepAdd Fees (optional) Click Add Fees to add fees. Fee modal allows for multiple fees to beselected at once. Click “ ” to Edit, Split, Add Custom SSP, or Remove fees.Any fees with a 0.00 are highlighted in redand require an amount be entered.Add Affiliates (optional) Ability to add new affiliates or select from current affiliates will appearupon answering required affiliate questions.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 32
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Caliber LE, cont.StepAdd and Insurance (optional) A limited number of fields, such as “Paid by” for Escrows andPrepaids, can be edited once PTE is returned. Option to choose blanket coverage for HOI can be found within theInsurance modal.Enter Prorations & Adjustments(optional)Only available adjustment types forthe loan will appear in the dropdown. Click Add Adjustment to add any adjustments to the loan suchas Tax prorations or Escrow holdbacks.Paid from/to opens theappropriate field based onadjustment type.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess.org). For real estate and mortgage professionals onlyand not intended for distribution to consumers or other third parties.Blueprint for Brokers User GuideP a g e 33
DIVISION: PRODUCTION CHANNEL: WHOLESALE PUBLISH DATE: 6/10/2022Broker Portal: Caliber LE, cont.Step Review Preview LEAnswer Additional CaliberDisclosures Questions Click Save & Next.Selecting Yes to question 2 can open additional questions.Links will take you intoH2O to find product &pricing.Go to table of contents 2022 Caliber Home Loans, Inc., 1525 S. Belt Line Rd., Coppell, TX 75019. 1-800-401-6587.NMLS #15622 (www.nmlsconsumeraccess
Advanced Search Allows users to search for loans with additional field options. H2O Additional menus and options to make working on loans more efficient. Caliber LE Provides users a simplified and intuitive workflow for generating the Caliber LE. Broker Portal: Logging In To access the Broker Portal go to blueprint.caliberwholesale.com
