Mortgage Support Center

Create an Account Instructions

1. You can click here to be taken to the loan portal, or click on the Click Here button in the initial email you received.
   Please Note:
   

   • When creating your account, you must use the same email address where you received the initial email, even if there are multiple borrowers on the loan.
   • Multiple borrowers can use the same email address.
   • Each borrower must create their own individual user account. Multiple borrowers cannot share one user account.
   • Save the email so you can use it to log into the portal throughout the loan process, OR save the portal web address to your favorites bar in your browser.
   
2. A browser will open with the screen below. Click continue.
   
3. This is the “Create Account/Log In” screen. Note: This is NOT your online banking login. Your name should appear in the greeting (example below.
   

   • If this is your first time logging into this loan portal, you must create an account (outlined in red).
     
     • This is an individual account. It cannot be shared with a coborrower. Every borrow must have their own individual login and password.
   • If you have already created an account and password you can go directly to username and password then click the “Log In” button (outlined in green).
   
4. Create your account.
   

   • First Name
   • Last Name
   • Email Address
   • Confirm Email Address
   • Phone Number
   • Phone Type
   • Create a Username
   • Create a Password (following the requirements)
   • Check that you are not a robot
   • Click Create Account
   
5. You will see a green message (below) that your account has been successfully created. Please log in using your username and password.
   

   • Input your username and password
   • Click Log In
   
6. Input your authorization code as described in your initial email. These are the last 4 digits of your social security number. Click Send.
   
7. The first item to complete is accepting your e-consent agreement. Click Agree.
   

   • This is a long document, be sure to scroll down to the bottom of the page.
   
8. Log out
   

If you have not already created an account, please review the Create an Account guide first or visit the loan portal login page.

1. Log in to the portal.
   
2. From the landing page, select Complete Tasks.
   
3. Click on the Review & Sign tab and select View Full List.
   
4. Select each document to review.
   
5. When finished reviewing, click Done then Yes.
   
6. Click Sign, then Start eSign session on the dialogue box that appears.
   
   
7. Select Click to get started.
   
8. Select your signature and initials, then click Create Signature.
   
9. Proceed through the entire package and click Click to Sign.
   
10. When finished, click Submit Signed Documents and Confirm Submission.
    
11. You can choose to download your documents or leave the session.
    
12. Your tasks are now complete!
    
13. You can view your completed items here.
    

1. When you see this message in red below it indicates that the first and last name along with the email address recognizes a user account already exists.
   
2. Enter name, email, and submit.
   
3. An email will be sent to your email address with your username.
   
4. Enter your username, choose "Forgot Password," and walk through the steps.
   
   
5. Choose an option.
   
6. You will receive an email with an authentication code. Enter the code and submit.
   
7. Create new password.
   
8. Log in with your username and new pasword.
   
9. Enter the last four digits of your Social Security number.