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For Lenders Using QuickQual

For Lenders Using QuickQual

Already a client? Make the most out of your account with these marketing resources, FAQs and support articles.

General

🎥 A Refresher Training for QuickQual Users

QuickQual Marketing Material

How QuickQual Works for Mortgage Lenders

🎥 QuickQual Dashboard Walk-Thru for Lenders

Next Steps: How to Sign-Up for QuickQual

📝 What is editable on the mortgage calculator for the borrower and Realtor?

What types of user roles are available? I have a Loan Officer Assistant that I'd like to have on the account.

📝 Does QuickQual work with custom state letters (i.e., Arizona and Texas)?

📝 📸 What types of loans does QuickQual support?

Who sets the mortgage parameters, limits, and how?

📝 We use pre-approvals, not pre-qualifications, does QuickQual support this?

📝 Will I need to do duplicate data entry for Quickqual?

📝 What will my company need to provide to implement Quickqual?

📝 What does the upfront implementation cost?

📝 How long does the QuickQual implementation process take?

📝 How much does training cost?

📝 What integrations does QuickQual have with CRMs?

Generating A QuickQual From Encompass

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How Do I..?

How to Filter and Sort Your QuickQuals

How to Manage Your QuickQual Profile

Downloading QuickQual to an iPhone

Downloading QuickQual to an Android

How to Access Your QuickQual QR Codes

Managing a 2/1 Buydown in QuickQual

📝 📸 How do I find my Digital Business Card link?

📝 📸 How do I find my QR Codes?

📝🎥 How can I update my QuickQuals when interest rates have shifted?

How do I add a Grant to a QuickQual?

How do I reset my password if I can't login to my account?

📝 📸 How do I Archive or Delete a QuickQual?

📝 📸 How do I update/change QuickQuals from Mobile Phone & Desktop?

📝 📸 How do I show a Lender Credit?

📝 📸 How do I enable Seller Concessions?

How do I customize the links on my Digital Business Card?

📝 📸 How do I stop sharing QuickQual with a borrower or Realtor?

📝 📸 How do I find my Realtor Signup link?

🎥📝 How do I remove a Realtor from a QuickQual?

📝 📸 How do I add Realtors to QuickQual?

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Marketing to Realtors

How to Market QuickQual to Referral Partners

4 Reasons Why Realtors Should Use QuickQual

Marketing to Borrowers

Introducing QuickQual to Borrowers

🎥 The QuickQual Experience for Borrowers

📝 How do borrowers access QuickQual?

📝 How often do borrowers actually log in to QuickQual?

User FAQs

📝 📸 Is there an expiration date for each QuickQual issued?

📝 Does the Loan Officer get notified when a QuickQual expires?

📝 📸 Can I personalize the email template that is sent when I click on “Email Borrower” and send the invite?

📝 Do I have to manually change the Max LTV and Max Loan Amount?

📝 📸 Where do I add a fixed fee credit?

📝 Where do my QuickQual fees come from?

📝 📸 Who needs a PIN to access a QuickQual?

📝 If I make a change in QuickQual, will the information be updated in my LOS?

📝 Can a borrower send a QuickQual to a Realtor?

📝 Can a borrower or Realtor ever exceed the limit on Seller Concessions?

📝 Can a borrower or Realtor ever exceed the limit on a down payment?

📝 Will the borrowers automatically show up in my QuickQuals?

Can a Realtor use QuickQual if we don't have a mutual client yet?

📝 📸 Can a Loan Officer add the Realtor's photo or does the Agent have to do it themselves?

📝 When sharing a QuickQual, where does the Realtor drop-down list come from?

📝 Do Realtors have access to choose the QuickQual letter template?

📝 If I send the QuickQual link to a Realtor, will they see the same thing as me (the Loan Officer)?

Change, add, and remove an agent from a QuickQual

📝 Where does the loan data pull from?

📝 Do Loan Officers get notified when a borrower takes action on their QuickQual?

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