Getting Started With Your First Loan

Getting Started

Introduction to Wholesale Loans
Step 1: Registering Your Loan
Step 2: Generating Your Initial Disclosures
Step 3: Submitting Your Loan
Step 4: Requesting Underwriting Condition Review
Step 5: Requesting Closing Disclosures and Closing Docs
Step 6: Funding Your Loan


Welcome to JMAC Lending! We’re excited to have you here. Our goal is to work effectively together and ensure you are successful at what you do.

This quick overview introduce you to our broker portal and our loan processes. This guide includes step-by-step instructions to help make your first loan submission easy and seamless. 

The instructions share the loan process in a linear order. There are some actions that may be performed outside the order, for example:

  • Locking a Loan
  • Submitting a Change of Circumstance
  • Ordering an Appraisal

Feel free to also check out our knowledge base with additional information about portal features and supplemental guides.

Remember, we are here for you! Our Client Support Team is available by phone, email, or chat from 8am to 5pm PST, Monday through Friday. They will gladly assist you throughout the loan process and answer any questions that you might have. 

Client Support Team
Phone: 949-390-2671
Chat: Click the blue box in the broker portal or website to start chatting!

If you're ready to get started, go to Step 1: Registering Your Loan.

For a brief overview of the loan process, refer to our Wholesale Quick Start Guide.

Have more questions? Submit a request