Your Pacific Wholesale Mortgage Representative is:EdJeffry
Distributor ID 100124
Account
White page
    SELECT YOUR ENROLLMENT PACKAGE

    Alert:

    Distributor has not achieved the status to sponsor others.

    Go Back

    Description
    New Template

    TEAM BUILDER NEW HIRE

    PLEASE READ ALL INSTRUCTIONS PRIOR TO BEGINNING ENROLLMENT PROCESS

    Sponsor sends a link to a new hire applicant, new hire applicant clicks on the link….

    • On web link that pops up, select “TEAM BUILDER”

      • NOTE – can hover over icon for more details

    STEP 1 ENROLLMENT: TEAM BUILDER NEW HIRE

    • Complete Distribution information Section

      • Under replicator distributor website input you would put the domain name you would like for your unique website URL

        • Example – “firstname.lastname”

      • Input logins of your choosing to create customized account logins for your website

      • Enrollment date would be the date you are completing this task

    • Complete Enrollment Summary

    • Agree to all agreements

    • Click the “Complete Enrollment” button

    Once completed, you will be taken to the invoice screen with a breakdown of total charges ($0) for enrollment

    • Full enrollment/billing details will be included in the welcome email which will be immediately sent to the email address you input on the enrollment form

      • Welcome email will also contain website login credentials, and a breakdown of key leadership contact info you can reach out to if need be

      • Your upline will also be notified when this email is generated


    STEP 2: LOGIN TO COMPANY WEBSITE / COMPLETE TEAM BUILDER AGREEMENT FORMS

    • Once you login to PWM Website, go to “Dashboards” tab on left hand side of screen

      • select “new hire checklist” from dropdown to access next steps and stages to access this this new hire checklist again

    • Go to “Agreements” tab on left hand side of screen

    • Complete all team builder Agreement/Enrollment forms


    STEP 3: TRAINING LIBRARY!! 

    • Recommended to pick a topic each day and work through the training videos at your own pace

    • Training videos include basic instruction on how to be a successful team builder / recruitment

    • Library will also include all loan officer training videos


     STEP 4: TAB EXPLORATION/WEBSITE PROFICIENCY 

    • Feel free to explore the other tabs included within the PWM cloud as there is a lot of powerful material you now have access to.  Below is a brief description of each tabs function:

      • My PWM Cloud

        • Can access your recruitment link on the main page

        • Can access general company announcements (under calendar)

        • Can view total earnings / points / team members (or distributors)

        • Can view current rankings

          • current star levels & what’s needed to advance to next level and reach down to access more team payouts

        • Quick menus 

    • Dashboard Tab – Team Dashboard
        • General company updates, upcoming presentations, leadership meetings, company commercial, conference calls, etc.

        • This is where you can access the links/contact info to company webinars, motivational Monday calls, etc.

        • Can access new hire checklist

      • Profile

        • Can update personal info, payment methods, bank info, etc.

        • My Support Page

          • Controls info on your support page

          • This is your website / support

      • PWM Shop

        • Check your cart order for programs ordered, upgrade your package

        • Manage your monthly subscription (can upgrade to builder / Loan officer)

      • Messaging

        • View contact information for all team members

        • Blast messages to downline

        • Can setup newsletter subscriptions / opt-out as well

      • Earnings

        • Breakdown of current / past earnings 

        • Can access by level 

      • My Team

        • View upline

        • View Genealogy Tree

        • View Download Report

          • Breakdown earning per member and branch

          • Read Definitions on right hand side to understand downline report inputs

        • Data Viewer

          • Can view specific level member earnings, numbers, etc.

        • Unilevel Volume Leg Viewer

          • View ranked commission volume per member

        • View leaderboards

          • Can view company leaderboard

        • My distributors order

          • Can see enrollment package subscriptions of each downline member

      • My Website

        • Change site name if you want to change it

      • Marketing

        • Can copy your referral links

        • Create QR Code Generator, can scan the image to take folks to your website / join now link

        • Can access the loan officer CRM from this menu

      • Loan Miscellaneous

        • Can access / download needed origination forms / spreadsheets

        • Can view breakdown of all programs being offered

      • Training Library

        • Can access all training videos

      • Agreements

        • Can access all needed agreements to complete new hire process

     

    LOAN OFFICER NEW HIRE

    PLEASE READ ALL INSTRUCTIONS PRIOR TO BEGINNING ENROLLMENT PROCESS

    Sponsor sends a link to a new hire applicant, new hire applicant clicks on the link….

    • On web link that pops up, select “LOAN OFFICER”

      • NOTE – can hover over icon for more details

    STEP 1 ENROLLMENT: LOAN OFFICER NEW HIRE

    • Complete Distribution information Section

      • Under replicator distributor website input you would put the domain name you would like for your unique website URL

        • Example – “firstname.lastname”

      • Input logins of your choosing to create customized account logins for your website

      • Personal Tax ID is your social

      • Enrollment date would be the date you are completing this task

    • Complete Enrollment Summary

      • Agree to all agreements

        • Can click on each agreement to enlarge

      • Click the “Complete Enrollment” button

      Once completed, you will be taken to the invoice screen with a breakdown of total charges ($0) for enrollment

      • Full enrollment/billing details will be included in the welcome email which will be immediately be sent to the email address you input on the enrollment form

        • Welcome email will also contain website login credentials, and a breakdown of key leadership contact info you can reach out to if need be

        • Your upline will also be notified when this email is generated


      STEP 2: LOGIN TO COMPANY WEBSITE / NMLS LICENSE ENDORSEMENT

      • Once you login to PWM Website, go to “Dashboards” tab on left hand side of screen

        • select “new hire checklist” from dropdown to access next steps and stages to access this new hire checklist again

      • Go to “Agreements” tab on left hand side of screen

      • Select “Loan Officer Enrollment Steps”

      • Follow the STEPS very carefully for NMLS license Sponsorship

        • NOTE: Cannot originate with PWM until NMLS License has been sponsored by PWM

        • ALSO: Can Contact tech support for help with NMLS sponsorship process.  Contact info to Tech Support lead below:

          • Sadrudin Nasrudin

          • 916-385-5300

      • Once completed all steps, company will generate a sponsorship request

        • NOTE: Sponsorship endorsement/approval process can take up to two weeks depending on current industry turn times

      • ONCE APPROVED, then loan officer can go through and complete ALL remaining Agreements within the Agreements Tab

        • Doing this will allow access to download needed origination software, credit logins, pricing engine, online application, and PWM CRM Program

          • Calyx Point Loan Origination System

          • Advantage Credit (to pull credit)

          • LoanSifter

          • Once sponsorship process is completed, logins will be sent for unique online loan application for borrowers to complete loan application online

            • Online application is unique for each loan officer

            • Loan officer is notified when application is started / completed

          • NOTE: All loan origination forms can be found in Loan Miscellaneous Tab, under loan documents and include:

            • Pre-approval letter / Approved lenders list (AE Contacts) / Borrower Auth Form / CC Auth Form / Email Signatures / Fee Sheet Color Templates / Income Calc Worksheets / Rental Calc Worksheets / Pre-approval Packet / Sample Letter Of Explanation / Vesting Definitions / Tax Impound Schedule / Sample Profit and Loss / Abbreviated loan application


      STEP 3: TRAINING LIBRARY!! 

      • NOTE: YOU CAN ACCESS WEBSITE/TRAINING WHILE YOU WAIT FOR NMLS SPONSORSHIP / ENDORSEMENT PROCESS TO COMPLETE

      • It’s recommended that you pick a topic each day and work through the related training videos at your own pace

      • To access to training videos, go to Training Library tab on left hand side of screen

        • Training videos include basic instruction on loan officer origination basics, buyer presentation tips/tricks and a library of “how to” videos for key loan officer functions

        • This is where connection to processing team is made

        • NOTE: Videos will not expire, and can be viewed as many times as you’d like so long as you are employed at PWM


       STEP 4: TAB EXPLORATION/WEBSITE PROFICIENCY

      • NOTE: YOU CAN ACCESS ALL TABS WHILE WAITING FOR NMLS SPONSORSHIP TO COMPLETE, MINUS THE REMAINING AGREEMENTS ON THE AGREEMENTS TAB

      • Feel free to explore the other tabs included within the PWM cloud as there is a lot of powerful material you now have access to.  Below is a brief description of each tabs function:

        • My PWM Cloud

          • Can access your recruitment link on the main page

          • Can access general company announcements (under calendar)

          • Can view total earnings / points / team members (or distributors)

          • Can view current rankings

            • current star levels & what’s needed to advance to next level and reach down to access more team payouts

          • Quick menus 

        • Dashboard Tab – Team Dashboard

          • General company updates, upcoming presentations, leadership meetings, company commercial, conference calls, etc.

          • This is where you can access the links/contact info to company webinars, motivational Monday calls, etc.

          • Can access new hire checklist

        • Profile

          • Can update personal info, payment methods, bank info, etc.

          • My Support Page

            • Controls info on your support page

            • This is your website / support

        • PWM Shop

          • Check your cart order for programs ordered, upgrade your package

          • Manage your monthly subscription (can upgrade to builder / Loan officer)

        • Messaging

          • View contact information for all team members

          • Blast messages to downline

          • Can setup newsletter subscriptions / opt-out as well

        • Earnings

          • Breakdown of current / past earnings 

          • Can access by level 

        • My Team

          • View upline

          • View Genealogy Tree

          • View Download Report

            • Breakdown earning per member and branch

            • Read Definitions on right hand side to understand downline report inputs

          • Data Viewer

            • Can view specific level member earnings, numbers, etc.

          • Unilevel Volume Leg Viewer

            • View ranked commission volume per member

          • View leaderboards

            • Can view company leaderboard

          • My distributors order

            • Can see enrollment package subscriptions of each downline member

        • My Website

          • Change site name if you want to change it

        • Marketing

          • Can copy your referral links

          • Create QR Code Generator, can scan the image to take folks to your website / join now link

          • Can access the loan officer CRM from this menu

        • Loan Miscellaneous

          • Can access / download needed origination forms / spreadsheets

          • Can view breakdown of all programs being offered

        • Training Library

          • Can access all training videos

        • Agreements

          • Can access all needed agreements to complete new hire process

      This website uses cookies to ensure you get the best experience on our website. Learn MoreGot it!