Job Aid INTRODUCTION ACTIVATING ACCOUNT. Academy Loan Center esign Borrower Process

Transcription

1 INTRODUCTION Job Aid Academy Loan Center esign Borrower Process V OCT2017 The purpose of this article is to guide you, the borrower, through Academy Loan Center as well as troubleshoot any errors the you might come across. This article is Intended for: Origination ACTIVATING ACCOUNT You ll receive an invitation to activate your Academy Loan Center account. IMPORTANT: You must use the most recent received from your Loan Officer as all activation links will expire after 24 hours. 1

2 When you click on the activation , you ll be prompted to create an account with Academy Loan Center. The following information is required: A. Activation It should auto populate with the entered in Encompass. B. Verify the last 4 digits of the social security number: You ll be asked to enter the last 4 as provided to the Loan Officer. C. Create Username: You ll be asked to create a username. You ll need this username to be able to log in later on to Academy Loan Center. D. Create a password: You ll be asked to create a password. Your password must be at least 8 characters long and must contain 3 of the following items: An uppercase letter A lowercase letter A number A symbol E. Once the password is confirmed, you ll need to click on Activate your account. B C D A E You ll receive a confirmation stating that the activation was completed and remind you of the username you chose for this account. 2

3 Once the account is activated, the following screen will be displayed in your web browser: 3

4 RETURN TO HOMEPAGE In order to return to the homepage of Academy Loan Center simply click the Academy Mortgage Corporation Logo on the Top left of the Academy Loan Center screen. PROFILE MENU The Profile Menu can be found by clicking the down arrow located on the top right of the Academy Loan Center screen: 4

5 Then select Profile. From the Profile Menu, you will see your account information, Name Phone Number Address 5

6 SETTINGS MENU/CHANGE OF PASSWORD The Settings menu can be found by clicking the down arrow on the top right of the Academy Loan Center screen: Then select Your Settings. The Settings menu will appear 6

7 From the Settings menu, you can change your password by selecting CHANGE PASSWORD : On the appearing window, please enter your OLD Password followed by your new password. NOTE: Your password must be at least 8 characters long and must contain 3 of the following items: An uppercase letter A lowercase letter A number A symbol IMPORTANT: The new password can be set as the OLD Password. There is no restriction. You will be redirected to the Change your password screen. If you reach this screen by mistake, you can navigate back to the home screen by clicking the Return to Login Page link at the bottom of the screen. 7

8 FORGOTTEN PASSWORD Passwords can be retrieved from the login screen by clicking the Forgot your password? link: Enter you as the username; then click Send Instructions : 8

9 Once sent, you will see the following screen: A link to reset your password will be sent to the provided. IMPORTANT: If you have multiple Academy Loan Center accounts under the same address you will receive a list of all Usernames under that . Please see screenshot below: 9

10 FORGOTTEN /USERNAME Usernames can be retrieved from the login screen by clicking the Forgot your username? link: Enter your in the provided field; then select Send Instructions : 10

11 Once sent, you will see the following screen: A link to reset your password will be sent to the provided. IMPORTANT LOAN OFFICERS: If your borrower has multiple Academy Loan Center accounts under the same address, the instructions you receive will list all properties under that / username. 11

12 HELP MENU The Help Menu can be found by clicking the down arrow on the top right of the Academy Loan Center screen: Then select Help : 12

13 The Help Menu will appear: From this menu you can click the blue highlighted section to create a blank to be sent to Business Support: If you would prefer to call rather than , the number is listed as well: 13

14 RECEIVING A TASK FROM YOUR LOAN OFFICER When the Loan Officer requests specific documentation to be uploaded through Academy Loan Center, you will receive an listing the Items needing to be uploaded: NOTE: You may see items on this list that have already been completed. These items do not need to be uploaded again. This is caused by an unfinished To-Do Item on the Academy Loan Center website. If at any time you get confused or concerned that your Loan Officer did not receive the files, please feel free to call. 14

15 ADDING DOCUMENTS Word Documents with the file extensions of.docx or.doc uploaded into Academy Loan Center can t be previewed in Academy Loan Center but will be retrieved in Encompass. Academy Loan Center will accept files with unapproved extensions (.exe,.arf,.png,.mp4, etc..) but they will be rejected by Encompass. Your Loan Officer will instruct you to re-upload using PDF, JPEG, and Word. General documents can be added two different ways: The first way is to select the "Upload Documents" button on the top right of the Academy Loan Center screen. 15

16 Then you have the option to drag and drop the files (drag and drop is not currently supported on Mobile) or select the browse button and navigate to a specific folder. NOTE: When uploading Home Owners Insurance (HOI), the drag and drop feature is currently unavailable. Please use the browse and upload functionality in the meantime. A second way to add documents is by uploading to the To-Do List and then selecting General Documents 16

17 UPLOADING PROCESS You can then drag and drop (NOT currently supported on Mobile Devices) onto the window or select the Upload Document Button: You will receive a green notification once the document has been uploaded: The last step in completing the process is to mark the item as complete. This is done by clicking the appearing checkbox next to the task. NOTE: If this box is not checked, the next time your Loan Officer s you a request for documents, any items not marked as complete will be requested. You can disregard this . 17

18 DELETING UPLOADED DOCUMENTS If you accidentally upload the wrong document, you can delete it by clicking on the document: Then select the Delete button on the top right of the screen: NOTE: If you delete a document, the icon on the Academy Loan Center form inside Encompass will revert back to a green check. 18

19 RECEIVING AND SIGNING DISCLOSURES Receiving Initial and Revised Disclosures Disclosures (LE & LE COC are listed as Disclosures with the date) CD (CD & CD COC are listed as Closing Disclosure with the date) Click on applicable disclosures Walk through the wizard Click Start to begin 19

20 Follow the DocuSign Process: Click on all signature required areas until there are no more lines to sign. Click FINISH. You will get a completed message for all esigned documents in Academy Loan Center. Click Continue. The Continue button isn t enabled until Print & Sign button is executed. 20

21 Click Finish 21

22 Users will see the wet and FYI documents in Academy Loan Center completed disclosures task. Esigned documents by all that have signed thus far are also available to the user. This will update as users esign. 22

23 Users can print or download from this page by clicking on the documents and selecting Print at the bottom right corner of the appearing window: 23