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Loan Officers, Brokers, and Frontline Users

LoanNEX Discovery

Loan Officer Training (video)

  Loan Officer User Guide

  Broker User Guide

  Mortgage Lates User Guide

  Navigating CES and HELOCs User Guide

LoanNEX Locking

 Seller Lock Management User Guide (video)

 Seller Lock Modifications and Cancel Lock User Guide

  Exceptions User Workflow Guide

 Retail LO Lock Request User Guide

 Retail LO Extension Request User Guide

 Retail LO Modification Request User Guide

Not finding what you're looking for? Connect with customer support.

Secondary and Lock Desk Users

User Guides

  Secondary Lock User Guide

  Exceptions User Workflow Guide

  Buyer Cancel Lock User Guide

  Buyer Modifications and Manual Adjustments User Guide

  Buyer Backdating Locks User Guide

  Buyer Max Price Override User Guide

  Manual Lock User Guide

  Relocks Setup and User Guide

  Void Lock Action User Guide

Setup Guides

  Lock Desk Settings Setup Guide

  Retail Lock Desk Settings Setup Guide

  Relocks Setup and User Guide

  Exceptions Buyer Client Admin Setup Guide

 

Not finding what you're looking for? Connect with customer support.

Client Administrators

Getting Started

  Client Admin User Management Setup Guide

  Admin User Roles & Access

  Qualifier Client Admin Setup Guide for Exchange Sellers

  Custom NEX App Settings Setup Guide

Advanced

 Margins and Comps – Admin Setup Guide for User Margins

 Client Level Margins Admin Setup Guide

Retail

  Retail Lock Desk Settings Setup Guide

  Retail Private Label Setup Guide

Not finding what you're looking for? Connect with customer support.

Encompass Integration

User Guides and Videos

TPO Connect User Guide

Encompass Seller Modifications User Guide

Retail LO Lock Request User Guide

  Retail LO Extension Request User Guide

  Retail LO Modification Request User Guide

  Encompass Retail User Guide  

 TPOC Seller Training: Lock Extensions (video)

TPOC Seller Training: Lock Modifications (video)

TPOC Seller Training: NEX App & Second Liens (video)

TPOC Seller Training: Pricing Table (video)

TPOC Seller Training: Requesting Locks (video)

Client Administrator Setup Guides

 Encompass Integration Setup Guide

 Encompass LO Connect Integration Setup Guide

Encompass TPOC Admin – Impersonate Seller in TPOC

  LoanNEX Encompass TPOC PDF to eFolder Setup Guide

  Program and NEX App Field Lock Down Admin Setup Guide

Not finding what you're looking for? Connect with customer support.

Other Integrations

User Guides

  LauraMac User Guide

  LendingPad Discovery User Guide

Client Administrator Setup Guides

  LauraMac SubTenant Setup Guide

  Program and NEX App Field Lock Down Admin Setup Guide

Not finding what you're looking for? Connect with customer support.

Credit Managers

  Product Setup & Rate Sheet Maintenance Guide

  Effective Dating Setup Guide

  Managing Adjustments Setup Guide

  Seller Specific Rules Setup and User Guide

  Soft Stop Rules Setup Guide

Connect with LoanNEX Support

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James Booe

VP of Product and Integration Manager

As VP Product and Integration Manager, James Booe leads our partner integration initiatives at LoanNEX. His experience aligning business objectives with customer needs provides LoanNEX with deeper expertise to deliver exceptional value to our clients.


With over 8 years of experience at EllieMae, Inc./ICE Mortgage Technology, including 6 years as the Product Manager for EPPS, James’ experience brings LoanNEX valuable insights into our client’s needs.