Octane

Page 1

Step 1: Please Check your in-box for an email from:

From: Octane <customercare@cardinalfinancial.com>

to: You <YourE-Mail@Gmail.com>

Sent: Today, March 23, 2021, 09:39:49 AM PDT

Subject: Your invitation to Octane

Veronica Hubley | MyEasyRate.com | 623.289.3081 1
Step 2: Click on the Click “Here”
Veronica Hubley | MyEasyRate.com | 623.289.3081 2 Step 3 : Create your account: Create a Password: “Lastname-1” Select + Answer Select “Yes” Enter your mobile number Once verified click on “Complete my account and sign in” 2 1 3 4

Sign out | Exit BrowSEr

Click Here: https://online.sebonic.com/

To sign into Borrower Online Access:

1. Enters email address and password.

2. If the credentials are valid, you will receive a 6-digit code in a text message to you mobile phone.

Enter code, Select “Trust this computer,” and Click Sign in.

Veronica Hubley | MyEasyRate.com | 623.289.3081 3
1 2 3

If you did not receive a codeclick Resend code.

You should now be directed to the following screen:

Select the loan by clicking on the arrow

Veronica Hubley | MyEasyRate.com | 623.289.3081 4
Click “ I ACCept ”
Veronica Hubley | MyEasyRate.com | 623.289.3081 You will be directed to “Sending Loan Key” screen where the Loan Key will be sent Text Message to your Cell Phone. 42269 is your Loan Key. Click “ SUBMIt KeY” We Made it to your DASHBOARD!! 5
Veronica Hubley | MyEasyRate.com | 623.289.3081 Welcome to your DASHBOARD!! Click on “tO-DO” Tab at the top.
Veronica Hubley | MyEasyRate.com | 623.289.3081 7 Click on “Application Disclosures” Click “ Review / e-Sign” Click “ Start / e-Sign” 1 3 2

Once every sign/initial tab is completed Click “ FINISH” tab please ensure all documents requiring e-Signature are all completed. throughout the eNtIRe Loan process. Documents

You will receive an email from our team, when there is any outstanding items that need your attention.

Veronica Hubley | MyEasyRate.com | 623.289.3081 Click eVeRY yellow “ Sign” tab
to pROVIDe

Select an Item that is being requested in the “pROVIDe” section

Why are you asking for this document? Here is an explanation!

What exactly are you looking for? Here are the Requirements your documentation must meet, for underwriting.

Just snap a photo with your cell phone, email it to yourself and DRAG AND DROp from your computer

Veronica Hubley | MyEasyRate.com | 623.289.3081 9

Why are you asking for this document AGAIN? Here is an explanation!

Common Reasons why Underwriting Re-ReqUeSteD your documents.

Document is OUt OF DAte

Document does not include ALL pages

Document is Not CLeAR or LARGe enough

Document is cut off

Document is not meeting all requirements

Veronica Hubley | MyEasyRate.com | 623.289.3081 10

All 4 corners are in the frame!

Make sure to send ALL pages!

Make sure the document is the MOSt recent!

Make sure document is readable!

Veronica Hubley | MyEasyRate.com | 623.289.3081 11
Veronica Hubley | MyEasyRate.com | 623.289.3081 12 How is my loan coming along? Find UpDAteS here Veronica.Hubley@CardinalFinancial.com MyEasyRate.com Phone|Fax : 623.289.3081 If we need you to sign anything? Find packages that require E-Signitures from you here. If we need you to provide anything? Find Document requests here. Do I need to do anything? Do I need to provide you anything? What is my Loan update? Veronica Hubley CERTIFICATIONS ACCOMPLISHMENTS • Promoted to Selling Manager within four Months of employment • Certified Presenter Specialist

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Octane by Veronica Hubley - Issuu