LoanLogics logo
Contact Us

LoanBeam Training

Learn more about how to use LoanBeam’s various technologies.

Home
LoanBeam Training

(Coming Soon)LoanBeam Broker Portal User Guide

Objectives:
  • Register and activate your broker account
  • Create and submit income calculation orders
  • Upload bank statements and required documents
  • Check out and pay for submitted orders
  • View completed orders and resubmit when needed
Recommended Audience:

Independent mortgage brokers and their teams who submit Non-QM bank statement loans through LoanBeam, including Loan Processors, Junior Underwriters, and Broker Admins.

Download Guide Now!

Resources Download Icon

LoanBeam NQM Income Bank Statements Only Template Training video

Objectives:
  • Configure user access to NQM Template Group
  • Create and submit bank statement applications
  • Interpret automated income calculations
  • Manage borrower allocations and expense factors
  • Review and override deposit details
Recommended Audience:

Anyone who processes Non-QM loans using bank statement income (e.g., Loan Processors, Junior Underwriters, Underwriters, Operations Managers, LoanBeam Administrators)

Watch Video Now

Video Resource Play Icon

Dashboard File Prep for LoanBeam: Uploads & Downloads

Objectives:
  • Navigate LoanBeam’s Dashboard
  • Upload tax returns to LoanBeam
  • Classify and resolve missing document notifications
  • Navigate LoanBeam’s Help Desk
Recommended Audience:

Anyone who assesses a borrower’s general Qualifying Income (e.g., Processor, Jr. UW, UW)

Watch Video Now

Video Resource Play Icon

LoanBeam 101: Workbook Fundamentals & Basic Functionality

Objectives:
  • Assess Qualifying Income using the LoanBeam Workbook
  • Demonstrate an ability to adjust Qualifying Income using LoanBeam’s basic functions
  • Understand LoanBeam concepts such as repeated groups, manual overrides, calculation methods, and “X to exclude/include” functionality
  • Recognize the differences between QI templates (1084 vs. 91 vs. SAM)
Recommended Audience:

Anyone who assesses a borrower’s general Qualifying Income (e.g., Processor, Jr. UW, UW)

Watch Video Now

Video Resource Play Icon

LoanBeam 201: Advanced Workbook Scenarios & Troubleshooting

Objectives:
  • Identify issues related to non-borrower income documents
  • Demonstrate an ability to combine split repeated groups
  • Compare the Distribution Method vs. Net Business Income
  • Interpret a business’s liquidity/solvency using Quick Ratio and Current Ratio
  • Reconcile business entity changes (e.g. Sole Proprietorship to LLC)
Recommended Audience:

Anyone who finalizes Qualifying Income for a borrower (e.g., Processor, Jr. UW, UW)

Watch Video Now

Video Resource Play Icon

Encompass File Prep for LoanBeam: Uploads & Downloads using SDK

Prerequisite:
  • Navigate the Encompass SDK Interface
  • Upload tax returns to LoanBeam
  • Classify and resolve missing document notifications
  • Navigate LoanBeam’s Help Desk
Recommended Audience:

Anyone who prepares files for underwriting (e.g Loan Officer, LOA, Processor)

Watch Video Now

Video Resource Play Icon

Rep & Warranty: Freddie Mac

Objectives:
  • Identify key elements within the Freddie Mac Form 91 Excel Workbook
  • Submit for Rep & Warrant relief via LoanBeam’s web-based dashboard and/or Encompass integration
  • Classify and resolve missing document notifications
  • Access Freddie Mac & LoanBeam Help and Training Resources

Watch the Encompass Method

Video Resource Play Icon

Watch the LoanBeam Dashboard Method

Video Resource Play Icon

Rep & Warranty: Fannie Mae

Objectives:
  • Submitting files to LBI
  • Using the FNMA SEI 1084 workbook to complete important data attestations for FNMA’s R&W assessment
  • Uploading the FNMA SEI 1084 workbook to LBI to communicate data to FNMA
  • Accessing the FNMA PDF R&W report from LBI

Watch Video Now

Video Resource Play Icon

Downloadable Resources

Resources Download Icon

LoanBeam Workbook User Guide
Resources Download Icon

Dashboard User Guide
Resources Download Icon

Dashboard Quick Reference
Resources Download Icon

Dashboard Admin Quick Reference
Resources Download Icon

Encompass SDK User Guide
Resources Download Icon

Encompass Quick Reference
Resources Download Icon

Encompass SDK Admin Guide
Resources Download Icon

Empower User Guide
Resources Download Icon

Empower Admin Guide
Resources Download Icon

Uploading Best Practices
Resources Download Icon

NEW! LoanBeam NonQM Admin Guide

Resources Download Icon

NEW! LoanBeam NonQM User Guide

Resources Download Icon

NEW! Encompass EPC User Guide

Resources Download Icon

NEW! Encompass EPC Admin Guide