Investor Setup Checklist Client Company Name*NMLS ID #Client Contact InformationName* First Last Email* Phone (optional)Additional Contact Information(If unknown, please leave blank)MCT Sales Representative First Last MCT Trader First Last InvestorsPlease Select Your Investors* Amerihome BB&T Mortgage BB&T CoreAdvantage Caliber Home Loans Chase Citi Bank CMG Financial Ditech Envoy Mortgage Fannie Mae First Guaranty FHLB Cincinnati FHLB Non-Cincinnati Fifth Third Bank First Federal Bank of Florida Flagstar Bank Franklin American Freddie Mac Freddie Mac - Released Freedom Mortgage Freedom Rural Housing Galton Funding Gateway Mortgage Ginnie Mae HomePoint Financial Huntington Impac Lakeview M&T Bank Mr. Cooper Pacific Union Financial PennyMac Planet Home Lending Plaza Home Lending Redwood Stearns Lending SunTrust Mortgage Sun West Mortgage The Money Source Texas Capital Bank US Bank Wells Fargo Investors Not Listed AboveMCT Investor SetupPlease fill out the required fields per investor and submit upon completion. AmerihomeAmerihome: Confirm Pricing Release*Please contact your account executive to release pricing to MCT via SFTP integration.Confirm that pricing has been released to MCT. I acknowledge that I have completed this step. Please list investor fee (if applicable)BB&T MortgagePlease Upload Your BB&T SRP GridsPlease list investor fee (if applicable)BB&T CoreAdvantagePlease Upload Your BB&T SRP GridsPlease list investor fee (if applicable)Caliber Home LoansCaliber Username*Caliber Password*Please list investor fee (if applicable)ChaseChase: Setup MCT Logins*In ChaseLoanManager, please edit the User Access Level to "Service Account: - Rates and Pricing ONLY" I acknowledge that I have completed this step. Chase Username*Chase Password*Please list investor fee (if applicable)Citi BankNo action required.Please list investor fee (if applicable)CMG FinancialNo action required.Please list investor fee (if applicable)DitechDitech ID*Ditech Username*Ditech Password*Please list investor fee (if applicable)Envoy MortgageNo action required.Please list investor fee (if applicable)Fannie MaeFannie Mae Username*Fannie Mae Password*Fannie Mae Seller ID*Fannie Mae SET Approved Please list investor fee (if applicable)First GuarantyNo action required.Please list investor fee (if applicable)FHLB CincinnatiNo action required.Please list investor fee (if applicable)FHLB Non-CincinnatiFHLB Non-Cincinnati Username*FHLB Non-Cincinnati Password*Please list investor fee (if applicable)Fifth Third BankNo action required.Please list investor fee (if applicable)First Federal Bank of FloridaNo action required.Please list investor fee (if applicable)Flagstar BankFlagstar Username*Flagstar Password*Please list investor fee (if applicable)Franklin AmericanFranklin Username*Please provide existing internal credentials or set up an account using an internal email address.Franklin Password*Pricing Execution Best Efforts AOT/Direct Trade Please list investor fee (if applicable)Freedom MortgageNo action required.Please list investor fee (if applicable)Freedom Mortgage Rural HousingNo action required.Please list investor fee (if applicable)Freddie MacFreddie Mac Username*Freddie Mac Password*Freddie Mac Seller ID*Freddie Mac Loan Amount*** Released pricing only. If you do not want released pricing, please leave this field blank. Freddie Mac Released - State for SRP Assumption*** Released pricing only. If you do not want released pricing, please leave this field blank. Please list investor fee (if applicable)Galton FundingNo action required.Please list investor fee (if applicable)Gateway MortgageNo action required.Please list investor fee (if applicable)Ginnie MaeNo action required.Please list investor fee (if applicable)HomePoint FinancialNo action required.Please list investor fee (if applicable)HuntingtonNo action required.Please list investor fee (if applicable)ImpacNo action required.Please list investor fee (if applicable)LakeviewNo action required.Please list investor fee (if applicable)M&T BankNo action required.Please list investor fee (if applicable)Mr. CooperNo action required.Please list investor fee (if applicable)Pacific Union FinancialNo action required.Please list investor fee (if applicable)PennyMacPennyMac: Confirm Pricing Release*Please contact your account executive to release pricing to MCT via SFTP integration.Confirm that pricing has been released to MCT. I acknowledge that I have completed this step. Please list investor fee (if applicable)Planet Home LendingNo action required.Please list investor fee (if applicable)Plaza Home MortgageNo action required.Please list investor fee (if applicable)RedwoodNo action required.Please list investor fee (if applicable)Stearns LendingStearns Username*Please provide your internal email address.Stearns Password*Please list investor fee (if applicable)Sun Trust MortgageSunTrust Username*Please provide your internal email address.SunTrust Password*Please list investor fee (if applicable)Sun West MortgageNo action required.Please list investor fee (if applicable)Texas Capital BankNo action required.Please list investor fee (if applicable)The Money SourceNo action required.Please list investor fee (if applicable)US BankUS Bank Username*US Bank Password*Please list investor fee (if applicable)Wells FargoWells Fargo: Upload SRP Grid*Please upload your most up-to-date SRP grid provided by Wells-Fargo.Please list investor fee (if applicable)PhoneThis field is for validation purposes and should be left unchanged.
