Setup: How to Start Processing Loans
To quickly start processing loans, knock out these steps:
- Lenders – Add your Lenders on the Lenders page. You must have at least one lender to start processing loans.
- Categories – Add and edit on the Categories page. You can then add tasks and conditions in each category on the SmartList page and when adding a new condition or item to a loan.
- SmartList – Add and edit the items and conditions on the SmartList. Various options are configurable on the page. See your SmartList page for more details.
- Email & Text Templates – Review and edit the pre-built templates on the Email Templates page. These are used by the system for reminders and to help you create messages faster.
- Processors – Add your Processors on the Processors page. They will be emailed with their account login info. Remember, Tikit pricing is based on users. Each Processor, Admin and Manager you add will affect billing.
You must register at least one Processor in order to start submitting loans into Tikit.
- Guests – Add your guests on the Guests page. Guests are primarily brokers and loan officers / loan agents. You can also add real estate agents or title company as guests if needed. Brokers are required to start processing loans. Loan officers and other guests are optional.
Once a Broker user has been added as a guest, he or she will receive an email from Tikit telling them their account has been created. They can then log in and begin submitting files on the Loan Registration page, or you can enter the loan details for them.
When first setting things up in your dashboard, it might be good to set register a test loan, and see the whole process.
That\’s it! After you\’ve completed these steps, you are ready to start processing loans!