HomePrep Video Tutorials

Videos on How MLO's Submit a Client through HomePrep

Checkout all videos about HomePrep!

How HomePrep Works

7 steps MLO's can use with HomePrep and HUD Counselors to help clients who aren't quite ready for a mortgage... become mortgage ready!

1.Submitting a Client into HomePrep Portal: Manual and Import XML

Indisoft Project Mgr. shows how to Create a Case by manually inputting a loan file or uploading a 3.4 xml file.

2.Where to Upload Documents

Indisoft Project Mgr. explains where MLO can upload documents. Note: credit reports may not upload successfully due to privacy protection applied. If upload attempted, check to insure credit report specifically is in Documents before exiting.

3.How to Get Full List of Clients

Indisoft Project Mgr shows how to get back to full list of clients.

4.Where to Find Action Plan

Indisoft Project Mgr. shows where MLO can find Action Plan, an important document that shows client path to mortgage readiness. This document is given to client and available for MLO, who can share client progress with referral partner.

5. Where to Find Tracking

Tracking shows the estimated timeframe that client will be mortgage ready! Important to MLO who wants to keep track of client's progress!

6.Track Client by Case#

Updates on client come from HUD counselor through HomePrep portal as their case#. Where to find client case#.



Russell Graves, HUD Counseling Agency (HCA) NFDM.org Exec. Dir. and HUD Housing Counselor

explains 6 specific services of HomePrep, the technlogy platform that connects mortgage loan originators (MLO) with clients who need help to get a mortgage to HUD counselors that can get them mortgage-ready.

Loan Originators, Don't Bust Your Client's Bubble!

Loan originators, when offering Homeprep to clients, offer encouragement and that Homeprep was made to help THEM on their road to homeownership! HomePrep can help you grow a consistant channel of clients who "graduate home-ready!"


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