• NOTE – can hover over icon for more details

• Complete Distribution information Section

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

• Example – “firstnamelastname”

• 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

• Can click on each agreement to enlarge

• 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

• 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

• sadrudin@elitenorcal.com

• 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

• 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

• 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