• Branch Onboarding

  • Branch Or Division Manager Info

  • Tell Us About Your Organization

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  • IT Questions

  • If you have any questions about this section reach out to itsupport@canopymortgage.com

  • Margins And Fees

  • What do you request your margins to be?

  • Maximum Margin

  • Fees

  • For the state of New Jersey, we are required to gather a commitment and application fee for all New Jersey Loans

  • "Application fee" means a fee imposed by a lender or a broker for taking or processing a loan application, which fee shall not be based upon a percentage of the principal amount of the loan or the amount financed. An application fee may be charged only once with respect to the same mortgage loan application and, where a loan is brokered, may be charged by a residential mortgage lender or a residential mortgage broker, but not by both.

     "Commitment fee" means a fee, exclusive of third-party fees, imposed by a residential mortgage lender as consideration for binding the lender to make a loan in accordance with the terms and conditions of its written commitment and payable on or after the borrower's acceptance of the commitment. The amount of the commitment fee shall be reasonably related to its purpose and may be based upon a percentage of the principal amount of the loan. A commitment fee may not be charged or collected unless the borrower receives a written commitment from the lender by midnight of the third business day prior to the day upon which the mortgage loan closing occurs and the borrower has accepted such commitment.

  • CRM Questions

  • Canopy Mortgage has an enterprise account with Surfire Top of Mind that is available to you for $115/user month to month.

    Other CRM's we've had success integrating with Include:

    • Go High Level
    • Bonzo
    • Rad CRM
    • MLO Flo
    • BN Touch

    If you are already using another CRM, we will do our best to help you integrate it seamlessly into your workflow.

  • Social Media

  • Branch Information (Branch #1)

  • Canopy Mortgage Roles & Associated Tasks

  • At Canopy Mortgage, different branches may use different job titles. To streamline the onboarding process, we’ve grouped common responsibilities under standardized roles.

    Please review the tasks associated with each role below.

    *In the next section, you’ll assign each employee to one of these roles based on their responsibilities.

    For easy reference, you can also view this information in a separate Google Doc by clicking the link below.

    Canopy Mortgage Roles - Document

  • Employee Information (Branch#1)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

  • Branch Information (Branch #2)

  • Employee Information (Branch#2)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

  • Branch Information (Branch #3)

  • Employee Information (Branch#3)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

  • Branch Information (Branch #4)

  • Employee Information (Branch#4)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

  • Branch Information (Branch #5)

  • Employee Information (Branch#5)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

  • Branch Information (Branch #6)

  • Employee Information (Branch#6)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

  • Branch Information (Branch #7)

  • Employee Information (Branch#7)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

  • Branch Information (Branch #8)

  • Employee Information (Branch#8)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

  • Branch Information (Branch #9)

  • Employee Information (Branch#9)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

  • Branch Information (Branch #10)

  • Employee Information (Branch#10)

  • If needed* review the roles/job titles below

    Canopy Mortgage Roles - Document

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