How to Create a Loan in Mortgagebot and Import into PowerLender

How to Create a Loan in Mortgagebot and Import into PowerLender

This article reviews how to create a loan in Mortgagebot.

  1. Load the URL in your browser
This is the PowerLender URL. If testing with a client, load the URL provided by the client. PowerLender logins can be found in this article Mortgagebot and Document Upload Information.

Create New Application

  1. Complete the Identification Information

  1. Click Next
  2. Select the loan purpose

  1. Select the loan obligation

  1. Click Next
  2. Select the checkbox to agree to receive disclosures electronically
  3. Click Next
    1. Complete the loan application screens as it pertains to the loan
  4. The last screen will be a submission screen, click the Submit button
  5. If document upload is enabled for the client, please refer to the Document Upload article
  1. In PowerLender, go to Application | Import/Export | Mortgagebot Import
  2. A list of loans ready to import will display in the table grid

  1. Import all of the loans by leaving the checkbox selected or uncheck those you wish not to import
  2. Click Import
  3. A batch window displays showing the import progress and the PowerLender loan number
  4. When the import is completed, click Close
  5. Click Close from the Mortgagebot Import window
  6. Confirm application created by accessing the application using Application | Open



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