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. BB&T MortgageNo action required.BB&T CoreAdvantageNo action required.Caliber Home LoansCaliber Username*Caliber Password*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*Citi BankNo action required.CMG FinancialNo action required.DitechDitech Client ID*Ditech Username*Ditech Password*Envoy MortgageNo action required.Fannie MaeFannie Mae Username*Fannie Mae Password*Fannie Mae Seller ID*Fannie Mae SET Approved First GuarantyNo action required.FHLB CincinnatiNo action required.FHLB Non-CincinnatiFHLB Non-Cincinnati Username*FHLB Non-Cincinnati Password*Fifth Third BankNo action required.First Federal Bank of FloridaNo action required.Flagstar BankFlagstar Username*Flagstar Password*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 Freedom MortgageNo action required.Freedom Mortgage Rural HousingNo action required.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. Galton FundingNo action required.Gateway MortgageNo action required.Ginnie MaeNo action required.HomePoint FinancialNo action required.HuntingtonNo action required.ImpacNo action required.LakeviewNo action required.M&T BankNo action required.Mr. CooperNo action required.Pacific Union FinancialNo action required.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. Planet Home LendingNo action required.Plaza Home MortgageNo action required.RedwoodNo action required.Stearns LendingStearns Username*Please provide your internal email address.Stearns Password*Sun Trust MortgageSunTrust Username*Please provide your internal email address.SunTrust Password*Sun West MortgageNo action required.Texas Capital BankNo action required.The Money SourceNo action required.US BankUS Bank Username*US Bank Password*Wells FargoWells Fargo: Upload SRP Grid*Please upload your most up-to-date SRP grid provided by Wells-Fargo.PhoneThis field is for validation purposes and should be left unchanged.
