Support · Knowledge Base · Operations

Operations

Creating, submitting, and processing HECM loan applications through the pipeline.

14articles
2sub-topics
Operations articlesKnowledgebase

Creating a loan application: first-file checklist

Prepare a first loan file, check product-specific instructions, confirm saved information, and troubleshoot missing fields or access before handoff.

Origination 5 min 2026-09-28 →

Export billing data for accounting review

Generate and download billing records for offline processing.

1 min →

Find and download your latest rate sheets

Where rate sheets live and how to grab the current version fast.

1 min →

HECM payment plans: documenting the borrower’s choice

Compare HECM payment options and organize the borrower’s selection, supporting illustration, and unresolved questions for a clearer handoff.

4 min →

Import MISMO XML from the sidebar

How to use MISMO import and where imported data appears.

1 min →

Investigate unexpected invoice totals

Check date windows, duplicate events, and provider mapping.

1 min →

Quoting HomeForLife as a broker

Who HomeForLife fits, its eligibility at a glance, and how Start a Loan and Tape Qualification quote it next to HECM.

Origination 3 min 2026-10-29 →

Read provider billing summaries

Interpret billing totals and drill into provider-level detail.

1 min →

Resolve common title-order status confusion

Why title statuses differ between loan detail and order tracking views.

1 min →

Review your rate-sheet notification settings

Check rate-sheet email preferences and verify the effective date before using a saved sheet.

1 min →

Start a loan and validate required fields

Review borrower and property information and resolve validation messages before submitting a loan.

1 min →

Submit a complete broker loan package

What your lender needs up front to keep your file moving.

1 min →

Submitting an application for processing

Learn how to submit a loan application from origination to processing, including pre-submission requirements, the submission workflow, and how to track your application's progress through our system.

6 min 2026-06-05 →

Processing a loan: the processor workflow

A step-by-step guide to the loan processing workflow in ReversePilot, covering document collection, data verification, third-party services, and pre-underwriting quality checks for HECM applications.

Processing 12 min 2026-06-05 →
Showing 14 articles in Operations

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