Rick Forbrich Link Options

“Apply Now” Link Options Non-Producing Branch Managers Internal use only

OPTION A Your “apply now” link goes to another person on your team.

NOTABLE ITEMS The application page will be fully branded as Rebecca Abreu, she will be the only person with access to this account and these contacts are owned by her.

Since the application is completed under her app, it will automatically import into Encompass with her as the Loan Officer. She will be notified of the new application in Encompass.

Please let us know if you would like to receive these notifications as well.

It’s important to note that you, the non-producing branch manager, will not have an app to share with your agent/referral partners. The LO on your team could share their app with any of these agent/referral partners.

Internal use only

OPTION A 1

2

OPTION B Your “apply now” link” could be built under a team email and when an application comes in you would reassign it in Simple Nexus.

NOTABLE ITEMS The loan will NOT automatically import into Encompass.

You will need to assign the loan to an LO on your team within Simple Nexus.

Simple Nexus is not designed to notify an LO when this happens. So, it will be your responsibility to notify the LO on your team that the loan has been transferred to them in Simple Nexus.

The assigned LO will need to manually import the file from Simple Nexus into Encompass using Mobile Mailbox.

This will allow you, the non-producing branch manager, to maintain your own contact list and offer a shared app with your agent/referral partners. Note: this app will read as Team <Your Last Name> and feature the image you choose (see options on next page).

Internal use only

OPTION B

1 Team Photo

Team Forbrich NMLSxxxx

2 Team Logo

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Rick Forbrich Team

NOTE: This can only contain 2 or 3 individuals.

Team Forbrich NMLSxxxx

3 Stockton Symbol

Team Forbrich NMLSxxxx