New Loan Officer Onboarding

By now, you should have received and completed:

• Offer Letter — Signed and returned to HR
• Employment Agreements — Aspire / Clear Home Loans agreements completed
• HR Application — HR application and onboarding links submitted
• Employee Profile Form — Needed to build your landing page & marketing materials

Note: Unless specifically instructed otherwise, always use the corporate office address. Once you terminate sponsorship with your current company, they will receive an automated NMLS notification confirming the transfer.

You can begin originating today at clearhomeloans.floify.com — enter the property address as “TBD” only.

Once submitted, email Sher (sher@aspirehomeloans.com) the borrowers’ last names so files can be tracked internally.

• LendingPad — Loan Origination System
• Credit Platform — Certified Credit access active
• Floify — Point of Sale system active
• DocMagic — Document platform access confirmed
• Appraisal Firewall — Appraisal platform active
• Polly — Pricing Engine configured
• Training Portal — Access confirmed, courses started
• Business Card Ordering — Order submitted via Vistaprint
• CRM Setup Completed — Lists uploaded & onboarding form submitted
• Email Signature — Created via Dynasend generator