A step by step guide to using CountryPlace Mortgages customer portal. Upload electronic mortgage files, underwriting submissions and stay in the loop through our online pipeline status page

1. CountryPlace Mortgage Customer Web Portal Instructions
CountryPlace Mortgage, LTD.
15305 Dallas Pkwy, Suite 800
Addison, TX 75001
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2. Table of Contents
CPM Contacts ..................................................................................................................... 3
User Login .......................................................................................................................... 4
CountryPlace Mortgage Web Portal ................................................................................... 5
Announcements................................................................................................................... 6
Resources ............................................................................................................................ 7
Contacts............................................................................................................................... 8
Upload FNMA 3.2 file........................................................................................................ 9
Upload FNMA 3.2 File Continued ................................................................................... 10
Document Imaging............................................................................................................ 11
Document Imaging Continued .......................................................................................... 12
Pipeline Status................................................................................................................... 13
Loan Status........................................................................................................................ 14
Imaging Cabinet................................................................................................................ 15
CountryPlace Mortgage Web Portal Summary................................................................. 16
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3. CPM Contacts
Bryan Chamberlain-National Marketing Manager
15305 Dallas Pkwy, Suite 800
Addison, TX 75001
Office: 972-764-9024 Fax: 972-764-9024 Cell: 469-865-5064
BChamberlain@CountryPlaceMortgage.Com
Carly Brophy-National Accounts Manager
15305 Dallas Pkwy, Suite 800
Addison, TX 75001
Office: 972-764-9224 Fax: 972-764-9168
CBrophy@CountryPlaceMortgage.Com
John Manley-Strategic Marketing Manager
21309 NW 200th Ave
High Springs, FL 32643
Office: 386-454-0756 Fax: 386-454-1075
JManley@CountryPlaceMortgage.Com
Brett Pierce-NW Regional Manager
Washington, Oregon, Idaho
2962 Olympia, WA 98502
Office: 360-709-9191 Fax: 360-709-9190
BPierce@CountryPlaceMortgage.Com
Kory Beickel-SW Regional Manager
New Mexico, Arizona, California
1745 S. Alma School Rd, Suite 270
Mesa, AZ 85210
Office: 480-634-6330 Fax: 480-634-6362
KBeickel@CountryPlaceMortgage.Com
Joe Freismuth-SE Regional Manager
Mississippi, Alabama, Georgia, Florida
4651 Salisbury Rd, Suite 424
Jacksonville, FL 32256
Office: 800-918-2045 Fax: 800-918-2049
JFreismuth@CountryPlaceMortgage.Com
Dave Bumpers-NE Regional Manager
South Carolina, North Carolina, Tennessee
19109 West Catawba Ave, Suite 200
Cornelius, NC 28031
Office: 888-677-7484 Fax: 866-332-7232
DBumpers@CountryPlaceMortgage.Com
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4. User Login
Upon request, each originator or designated person will be assigned a user name and password. It is
your choice to allow individual loan officers, processors, etc. the ability to request their passwords
individually or to establish an approved list of employees that will be given access to the portal. To
request your user name and password, please email Request@CountryPlaceMortgage.Com. Access to
your pipeline, the ability to upload your FNMA 3.2 files, image initial submissions as well as conditions
and lock your loans will be available once you are logged in.
The User Name and Login screen can be reached by utilizing the “Partner Login” link which can be
found at CounrtyPlaceMortgage.Com. This link will direct you to the CountryPlace Mortgage web
portal.
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5. CountryPlace Mortgage Web Portal
The CountryPlace Mortgage web portal is designed to allow an originator to upload electronic files,
upload and image physical files as well as conditions, lock and register loans, check the status of loans
and request closing documents. Helpful forms, important announcements and contact information can
also be found through the web portal.
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6. Announcements
The announcements tab is used to communicate important announcements such as guideline changes,
underwriting turn times, new contacts, etc. We suggest you check this tab often
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7. Resources
The Resources tab will allow you to access common forms required by CPM on all loans submitted and
forms that are specific to certain loan scenarios. You may find underwriting conditions in regard to
some of these forms. You will be able to access and print these forms from the resources tab.
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8. Contacts
The contacts tab provides contact information for CountryPlace employees, CounrtyPlace Mortgagee
Clauses, CountryPlace Mortgage’s physical address, and generic instructions on how to lock a loan,
register a loan, order an appraisal and request documents.
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9. Upload FNMA 3.2 file
To upload an electronic file, commonly, a FNMA 3.2 file, you will need to access the Countryplace
Mortgage web portal as described previously in this presentation. Upon access of the web portal, you
will need to log in. In the left column is the “1003 Upload” link. Click this link.
Upload FNMA 3.2 File continued on next page
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10. Upload FNMA 3.2 File Continued
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11. Document Imaging
Document Imaging is a tool that will allow you to image and upload your paper file for underwriting
submission. From the web portal home page, you will need to select the “Imaging” link in the left
column which will bring you to the screen below and allow you to access your entire pipeline. You will
then need to click on the loan number of the file you are looking to
image.
Document Imaging continued on next page
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12. Document Imaging Continued
After selecting a loan from your pipeline, the screen below will appear. You will then browse and select
the scanned PDF of the documents you have imaged and intend to upload. When uploading documents,
you will use the drop down shown below to associate them with the choice that most closely identifies
with that document. Finally, you will upload the document to the imaging cabinet associated with that
loan. Any imaged documents will remain accessible.
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13. Pipeline Status
From the home page, select the “Pipeline Status” link to the left of your screen. This section will allow
you to view your pipeline. From here, you can also click on an individual loan number to view the Loan
Status Screen which includes important loan information (see screen shot on page 14) such as terms of
the loan, cleared and pending conditions, and the imaging cabinet for each loan (see screen shot on page
15)
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14. Loan Status
The Loan Status page is accessed by clicking on the loan number from the Pipeline Status Page. This
page includes important information in regard to loan terms and cleared or pending underwriting
conditions
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15. Imaging Cabinet
The imaging Cabinet is also accessed through the Pipeline Status page. This cabinet files all documents
that have been uploaded through the Imaging tool described on page 11 and 12. This is where you can
review full files that you have submitted to underwriting as well as conditions or any other image you
have associated with the loan by clicking on the image icon for an individual loan as depicted on page
13 of this guide. Click on any current Image to see that document as depicted on the next page.
Imaging Cabinet Continued on next page
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16. CountryPlace Mortgage Web Portal Summary
After completing the steps shown above, including uploading your electronic file and
imaging your underwriting file, our internal staff will be alerted to the fact that a new file
has been submitted. The file will be exported to the underwriting queue and an email
will be delivered to you once underwriting has been completed. This will work in the
same manner for conditions. Conditions will be submitted through the imaging piece and
labeled as such. Once these conditions have been received, they will be exported to the
underwriting queue and an email will be sent to you once the file has been updated.
There will be an online lock feature available soon as well. Initially this will allow you to
lock or register your loans through the web portal and, in early August, we will have a
full product eligibility and pricing engine in place that will automatically calculate price
with LLP adjustments, allow you to see what products are available for your borrower
and access guidelines for all products.
Please, let us know if you have any questions.
Bryan S Chamberlain
National Sales Manager
CountryPlace Mortgage, LTD.
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