Even though these two applications have similar names, they have completely different functionalities!
- MyMortgage Pipeline Queue is utilized to keep track of online applications, whether they have or have not been pushed to LoanHub/MyKey Online App.
- MyMortgage platform allows LOs/LOAs to communicate and task borrowers, as well as obtain borrower document uploads.
Let's close the gap on understanding these two different systems.
Table of Contents
The MyMortgage portal can be accessed from the Sales SharePoint homepage under MyKey Quick Links.
This system is utilized to task borrowers and for viewing documents that borrowers have uploaded to their MyMortgage Portal. You can also view the application that the borrower filled out from online.
Note: Please review MyMortgage: The Basics for a detailed layout of the MyMortgage functionality,
MyMortgage Pipeline Queue
Access MyMortgage Pipeline Queue via the Sales SharePoint homepage under Sales Systems.
MyMortgage Pipeline Homepage
Once a borrower has submitted their Online Application through MyMortgage, the file flows into MyMortgage Pipeline Queue, and can then be pushed to LoanHub/MyKey Online Application.
Note: Please review MyMortgage Pipeline Queue: The Basics for a detailed look into the MyMortgage Pipeline Queue functionality.
Putting it Together!
Now that we know the differences between the two systems, let's put it all together: