Resources

Refer to our Daily Price Sheet (emailed weekly) to confirm available margin and index, as well as any program specific premium being paid.

Please note: Pricing is not locked until hard a copy of the file is received by Liberty, meeting minimum requirements and a lock option (if an ARM) is selected on the submission checklist.

Step 1: Log In Screen

1. Visit the Reverse Calculator. 
2. Log in.

Step 2: Pipeline view

1. Select “New Quote.”

Step 3: Initial information Screen

1. Input all starred (*) items.
2. Select desired products to compare.
3. Select “Build Quote.”

Step 4: Loan Comparison Screen

1. On the Loan Comparison screen, confirm the margin, monthly service fee, and origination fee are correct for each scenario (click pencil icon at top of any column you want to edit).
2. Confirm/modify the payment plan for each scenario; click “Update Comparison” button to save your changes.
3. Confirm selection of the desired loan scenario.
4. Select “Save.”

Step 5: Loan information Screen

Note: Loan will not show in your pipeline until this step is completed.

1. Select “Save.”
2. Input all starred (*) items.
3. Select “Save” again.

Step 6: Loan Summary Screen

1. Select the “Calculations” tab.
2. Select the “GFE/HUD” sub-tab.
3. Scroll through GFE/HUD fees to verify they are correct, modify as necessary.
   Note: Effective January 1, 2010, new RESPA requirements are in place, requiring all fees be accurately disclosed on the initial GFE. Please ensure all fees are accurate.
4. Once correct, select the “Update Calculations” button at top or bottom of the screen.
5. Select “Save.”

Step 7: Loan Comparison Screen

1. Select the “1009” tab.
2. Use sub-tab menu to navigate through 1009 elements to verify info and enter all known 1009 data.
3. Select “Save.”

Step 8: 1009 Screen

1. Select “Documents.”
2. Select “Generate Application Package.”
3. To update/view the status of your package, select “Refresh.”

Step 9: Documents Screen

1. When the package is ready, the pending request icon will be replaced by a PDF icon (click the refresh link at top of screen). Click on the PDF icon to view your package.
   Note: The package will also be saved in the document repository on the Documents screen.

Step 10: Application Review

1. Review and print your document package.