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CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 •
www.swmc.com
The material is provided for informational purposes only based on our understanding of applicable guidance in effect at the time of publication, and should not be construed as
legal advice. The information in this document is subject to change without notice. Customers and other interested parties must consult and rely solely upon their own independent
advisors regarding their particular situation and the concepts presented here. Although care has been taken in preparing and presenting this material accurately (based on the
laws and regulations, and judicial and administrative interpretations thereof, as of the date set forth above), Sun West Mortgage Company, Inc. disclaims any express or implied
warranty as to the accuracy of any material contained herein and any liability with respect to it, and any responsibility to update this material for subsequent developments.
Please refer to www.swmc.com/swmc/disclaimer.php and www.nmlsconsumeraccess.org/EntityDetails.aspx/company/3277 to see where Sun West Mortgage Company, Inc.
(NMLS ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage Company, Inc. is 6131 Orangethorpe Avenue,
Suite 500, Buena Park, CA 90620, Phone: (800) 453-7884..
Ordering Appraisal and other
Services through Sun West
Consumer Vendor Order ServiceMay 22, 2018
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 1CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 1
© Sun West Mortgage Company, Inc. NMLS ID 3277 1
Introduction
This document will guide you through following points:
How to order Appraisal/other services from Consumer Vendor Order Page?
How to pay off your pending payments from Consumer Vendor Order Page
for ordered services?
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 2CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 2
© Sun West Mortgage Company, Inc. NMLS ID 3277 2
Steps to Login to Consumer Vendor Order
1
2
Go to SWMC.com website
and click on 3rd Party
Services link to visit the
Consumer Vendor Login page.
Enter your login details on
Consumer Vendor Login
page
Your 12 digit Loan Number
without hyphen(-),
Last 4 digits of your Social
Security Number, and
Your email address.
Click on Login button.
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 3CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 3
© Sun West Mortgage Company, Inc. NMLS ID 3277 3
Order New Service/Billed To Borrowers pages
You will be directed to
Order New Service
page upon login if you
have not yet opted for
any service from Sun
West.
You will be directed to
Billed To Borrowers
page upon login if you
are pending to pay for
your ordered services.
i
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 4CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 4
© Sun West Mortgage Company, Inc. NMLS ID 3277 4
Ordering Vendor ServicesFollow below steps to order services from Sun West:
Select the desired service
from the Vendor Service
drop down.
An Estimated Cost and
Estimated Turnaround
Time for the requested
service will be displayed.
Fill your details in Contact
Person to Access the
Property section.
Enter your Name, Phone
Number, Cell No, Email
and Best Time to Call.
SWMC will be calling the
person regarding the loan
service requested.
1
i
2
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 5CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 5
© Sun West Mortgage Company, Inc. NMLS ID 3277 5
Ordering Vendor Services (Continued)
Add additional instructions
in Additional Instructions
section and click on Save
Instructions button to save the
added instruction/note.
3
Provide your confirmations
by selecting appropriate option
for each questions under
Borrower’s Confirmation
section.
All the questions appearing
in this section are discussed in
detail on slide #9.
4
i
5Click on Continue button to proceed with your loan service order.
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 6CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 6
© Sun West Mortgage Company, Inc. NMLS ID 3277 6
Ordering Vendor Services (Continued)
You will be directed to
Payment Info tab where you
can pay for your ordered
services.
Select the Payment Method
from Payment Method drop
down.
Enter the details of Credit
Card/Debit Card in Enter
New Card Info section.
Click on Submit Order
button.
6
Order Confirmation tab will
appear once Payment
Information details are
submitted.
Click Ok button to proceed.
7
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 7CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 7
© Sun West Mortgage Company, Inc. NMLS ID 3277 7
Ordering Vendor Services (Continued)
A payment notification email will be
sent to all active borrowers of the loan.
8
In case of Condominium Property for the project which is not approved by FHA, the
appraisal will be ordered only after receiving all the necessary documents for project approval as
per Mortgagee Letter ML 90-46B. The details please contact your account executive.
In case of Rehabilitation Loans (203K) please note that the appraisal will be ordered only upon receipt of
Contractor's Bid and FHA Approved 203K Consultant's Report.
If the order is cancelled prior to completion, Sun West Mortgage Company, Inc. will refund the amount
back to the credit card, after deducting the processing fee which was incurred while charging the fee from
the card and the property inspection fee if the property was inspected by the appraiser.
If you have any questions, please contact your Client Relationship Manager at (800) 453- 7884.
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 8CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 8
© Sun West Mortgage Company, Inc. NMLS ID 3277 8
Answering Borrower ConfirmationsFollowing information will help you in selecting appropriate option for each borrower
confirmation:
Borrower Confirmations Description
Do you intend to proceed with
the Loan after reviewing the Good
Faith Estimate?
Select “Yes” if you want to proceed with loan after reviewing the Good Faith
Estimate disclosure.
Have you received Reverse
Mortgage counseling from a HUD
approved Agency (HECM only) and
provided a copy of the certificate
signed by all the borrowers to your
Loan
Officer?
Select “Yes” only if you have a HUD approved Agency and you have provided the
signed certificate to your loan received Reverse Mortgage counseling from officer.
Otherwise select “No”.
Note: This clause is only applicable on HECM loans.
Is the Loan Information below
accurate?
Verify Loan Number, Loan Type, Case Number, Loan Purpose and Property
Address mentioned are correct or not. Select ‘Yes’ if everything is correct.
If information is wrong then select ‘No’ and you will be not allowed to proceed with
the order with inaccurate loan details.
Please contact your LO or Processor for further information.
Have you submitted Lender's
Truth in Lending Disclosures
signed by all the borrowers to your
Loan Officer or have you received
SWMC initial disclosure package
3 business days prior to making
this request?
Select “Yes” if you have submitted signed Truth in Lending (TIL) disclosure to your
loan officer or you have received TILA package 3 business days prior to this
request.
Select “No” if not. After selecting No, you will be not allowed to proceed with the
order with inaccurate loan details.
Please contact your LO or Processor for further information.
?
?
?
?
i
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 9CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 9
© Sun West Mortgage Company, Inc. NMLS ID 3277 9
Borrower Confirmations Description
Our records indicate that
you have not received or
reviewed the Lender's Truth in
Lending Disclosures. This
disclosure must be reviewed
by every Borrower prior to
placing an order for any Loan
related services. You would be
required to Print, Sign them,
Scan and Upload this
disclosure immediately in
order to complete the order for
this service.
Would you like to review and
execute (sign) Lender's Truth
in Lending Disclosure now?
This option will only be shown if you have not received Truth in Lending (TIL) Disclosure.
Select “Yes” if you want to print the Truth in Lending disclosure and review it. After
selecting Yes in this field, two new confirmations will be shown to print, review and
upload signed Truth in Lending disclosure:
Click on “Click here for SWMC TIL” button to download the Truth in Lending
Disclosure. Review the disclosure and select Yes in option (a) if you agree with the fees
disclosed in the Truth in Lending. If you want to immediately proceed with your order
then you can upload the scanned copy of signed Truth in Lending disclosure. Select
‘Yes’ in option ‘b’ and click on Choose File button. Select and open the file from your
system to upload. You can now proceed with your order after uploading the signed Truth
in Lending.
If you select “No” in any of the dropdown you will not be able to proceed with the order.
A notification along with the Cancel Order button will be shown as follows:
?
Answering Borrower Confirmations (Continued)
i
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 10CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 10
© Sun West Mortgage Company, Inc. NMLS ID 3277 10
Borrower Confirmations Description
Have you submitted the
purchase contract/addendum
/counter offers signed by all the
borrowers and sellers to your
loan officer?
Select “Yes” if you have submitted purchase contract/addendum/counter offers
documents which are signed by all borrowers and sellers to you loan officer. If not
select “No”. After selecting “No” a new option will be shown as follows:
If you select “No” then you will not be able to proceed with your order. A notification
will be shown at bottom along with Cancel Order button.
Is the property a "Mixed Use"
Property?
Select “Yes” if your property is combination of residential, commercial, cultural,
institutional or industrial uses. If it is used
for only single purpose then select “No”.
As the FHA case number is
yet not generated, we would
require the below information.
Have you submitted signed loan
application to your Loan Officer?
Have you submitted ID and SSN
proof to your Loan Officer?
Have you submitted signed
Borrower Authorization to your
Loan Officer?
This option will only appear if FHA Case Number has not been added in your loan
application.
Select appropriate option in the all three confirmations.
If you fail to satisfy any one of the requirement you will not be allowed to proceed with
the appraisal order. A notification message will shown along with Cancel Order button
as shown below:
Cir Confirmation While ordering FNMA 1004D–
CIR / Appraisal Update you
will have to fill up the Cir
Confirmation details.
?
?
?
?
Answering Borrower Confirmations (Continued)
i
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 11CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 11
© Sun West Mortgage Company, Inc. NMLS ID 3277 11
Paying Your Pending TransactionsFollow below steps to pay for your pending transactions upon login to Consumer Vendor Order page:
1
2You will be directed to Payment
Info tab where you can pay for
your ordered services.
Select the Payment Method from
Payment Method drop down.
Enter the details of Credit
Card/Debit Card in Enter New
Card Info section.
Click on Submit Order button.
You will be directed to Billed To
Borrowers tab which lists all your
pending transactions.
Select the checkbox under Pay Off
Transaction column for the
ordered product for which you want
to pay off.
Click on Continue button.
You will receive a confirmation
email after successful payment.3
Please refer to www.swmc.com and www.nmlsconsumeraccess.org to see where Sun West Mortgage Company, Inc. (NMLS
ID 3277) is a licensed lender and servicer. In all jurisdictions, the principal (Main) licensed location of Sun West Mortgage
Company, Inc. is 18000 Studebaker Road, Suite 200, Cerritos, CA 90703, Phone: (800) 453-7884.CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 12CONFIDENTIAL Sun West Mortgage Company, Inc. All Rights Reserved. Company NMLS ID 3277 • www.swmc.com 12
© Sun West Mortgage Company, Inc. NMLS ID 3277 12
Sun West’s Customer Care Team is here to assist you with any questions you may have. Please call us at 1-844-9-SUNWEST (1-844-978-6937) for assistance.
Thank You!