Your Pacific Wholesale Mortgage Representative is:JamalHishmeh
Distributor ID 142119
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    Your Enrolling Sponsor will be: Jamal Hishmeh
    Distributor ID: 142119
    SELECT YOUR ENROLLMENT PACKAGE

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    Distributor has not achieved the status to sponsor others.

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    Description
    New Template

    TEAM BUILDER NEW HIRE

    PLEASE READ ALL INSTRUCTIONS PRIOR TO BEGINNING ENROLLMENT PROCESS

    Sponsor sends a link to a new hire applicant, new hire applicant clicks on the link….

    •  On web link that pops up, select “TEAM BUILDER”

    STEP 1 ENROLLMENT: TEAM BUILDER NEW HIRE

    •  Complete Distribution information Section
    •  Under replicator distributor website input you would put the domain name you would like for your unique website URL

    •  Example – “firstnamelastname”

    •  Input logins of your choosing to create customized account logins for your website

    •  Personal Tax ID is your social

    •  Enrollment date would be the date you are completing this task

    •  Complete Enrollment Summary

    • Agree to all agreements

    • Click the “Complete Enrollment” button

    Once completed, you will be taken to the invoice screen with a breakdown of total charges ($0) for enrollment

    • Full enrollment/billing details will be included in the welcome email sent to the email address you input on the enrollment form

      • Welcome email will also contain website login credentials, and a breakdown of key leadership contact info you can reach out to if need be

      • Your upline will also be notified when this email is generated


    STEP 2: LOGIN TO COMPANY WEBSITE / COMPLETE TEAM BUILDER AGREEMENT FORMS

    • Once you login to PWM Website, go to “Dashboards” tab on left hand side of screen

      • select “new hire checklist” from dropdown to access next steps and stages to access this this new hire checklist again

    • Go to “Agreements” tab on left hand side of screen

    • Complete all team builder Agreement/Enrollment forms


    STEP 3: TRAINING LIBRARY!! 

    • Recommended to pick a topic each day and work through the training videos at your own pace

    • Training videos include basic instruction on how to be a successful team builder / recruitment

    • Library will also include all loan officer training videos


     STEP 4: TAB EXPLORATION/WEBSITE PROFICIENCY 

    • Feel free to explore the other tabs included within the PWM cloud as there is a lot of powerful material you now have access to.  Below is a brief description of each tabs function:

      • My PWM Cloud

        • Can access your recruitment link on the main page

        • Can access general company announcements (under calendar)

        • Can view total earnings / points / team members (or distributors)

        • Can view current rankings

          • current star levels & what’s needed to advance to next level and reach down to access more team payouts

        • Quick menus 

    • Dashboard Tab – Team Dashboard
        • General company updates, upcoming presentations, leadership meetings, company commercial, conference calls, etc.

        • This is where you can access the links/contact info to company webinars, motivational Monday calls, etc.

        • Can access new hire checklist

      • Profile

        • Can update personal info, payment methods, bank info, etc.

        • My Support Page

          • Controls info on your support page

          • This is your website / support

      • PWM Shop

        • Check your cart order for programs ordered, upgrade your package

        • Manage your monthly subscription (can upgrade to builder / Loan officer)

      • Messaging

        • View contact information for all team members

        • Blast messages to downline

        • Can setup newsletter subscriptions / opt-out as well

      • Earnings

        • Breakdown of current / past earnings 

        • Can access by level 

      • My Team

        • View upline

        • View Genealogy Tree

        • View Download Report

          • Breakdown earning per member and branch

          • Read Definitions on right hand side to understand downline report inputs

        • Data Viewer

          • Can view specific level member earnings, numbers, etc.

        • Unilevel Volume Leg Viewer

          • View ranked commission volume per member

        • View leaderboards

          • Can view company leaderboard

        • My distributors order

          • Can see enrollment package subscriptions of each downline member

      • My Website

        • Change site name if you want to change it

      • Marketing

        • Can copy your referral links

        • Create QR Code Generator, can scan the image to take folks to your website / join now link

        • Can access the loan officer CRM from this menu

      • Loan Miscellaneous

        • Can access / download needed origination forms / spreadsheets

        • Can view breakdown of all programs being offered

      • Training Library

        • Can access all training videos

      • Agreements

        • Can access all needed agreements to complete new hire process

        

    LOAN OFFICER NEW HIRE

    PLEASE READ ALL INSTRUCTIONS PRIOR TO BEGINNING ENROLLMENT PROCESS

    Sponsor sends a link to a new hire applicant, new hire applicant clicks on the link….

    •  On web link that pops up, select “LOAN OFFICER”

    STEP 1 ENROLLMENT: LOAN OFFICER NEW HIRE

    •  Complete Distribution information Section
    •  Under replicator distributor website input you would put the domain name you would like for your unique website URL

    •  Example – “firstnamelastname”

    •  Input logins of your choosing to create customized account logins for your website

    •  Personal Tax ID is your social

    •  Enrollment date would be the date you are completing this task

    •  Complete Enrollment Summary

    •  Agree to all agreements

    •  Click the “Complete Enrollment” button

    Once completed, you will be taken to the invoice screen with a breakdown of total charges ($0) for enrollment

    • Full enrollment/billing details will be included in the welcome email sent to the email address you input on the enrollment form

      • Welcome email will also contain website login credentials, and a breakdown of key leadership contact info you can reach out to if need be

      • Your upline will also be notified when this email is generated


    STEP 2: LOGIN TO COMPANY WEBSITE / NMLS LICENSE ENDORSEMENT

    Click the “Agreements” tab on left hand side of screen and sign your correct agreement depending on if you're in a W2 or 1099 state

    • Select “Loan Officer Enrollment Steps”

    • Follow the STEPS very carefully for NMLS license Sponsorship

      • NOTE: Cannot originate with PWM until NMLS License has been sponsored by PWM

      • ALSO: Can Contact tech support for help with NMLS sponsorship process.  Contact info to Tech Support lead below:

        • Brian Arcado

        • 916-385-4796

      • NOTE: Sponsorship endorsement/approval process can take up to two weeks depending on current industry turn times

    • After your first initial IT appointment  and all steps are completed including your approval of your NMLS Sponsorship, you will schedule your second initial IT appointment using the following link: https://calendly.com/pacwmsupport/it

      • During your second initial IT appointment, you will receive the following programs:

        • Company Email

        • Advantage Credit

        • Dropbox

        • Blink+

        • Fannie Mae DO account


    STEP 3: TRAINING LIBRARY & PWM PRO

    • NOTE: TRAINING AND ALL SYSTEMS WILL BE INSTALLED AND ACCESSIBLE ONLY AFTER YOUR SPONSORSHIP IS APPROVED.

    • It’s recommended that you pick a topic each day and work through the related training videos at your own pace

    • To access to training videos, go to Training Library tab on left hand side of screen

      • Training videos include basic instruction on loan officer origination basics, buyer presentation tips/tricks and a library of “how to” videos for key loan officer functions

      • This is where connection to processing team is made

      • NOTE: Videos will not expire, and can be viewed as many times as you’d like so long as you are employed at PWM


     STEP 4: TAB EXPLORATION/WEBSITE PROFICIENCY

    • NOTE: YOU CAN ACCESS ALL TABS WHILE WAITING FOR NMLS SPONSORSHIP TO COMPLETE, MINUS THE REMAINING AGREEMENTS ON THE AGREEMENTS TAB

    • Feel free to explore the other tabs included within the PWM cloud as there is a lot of powerful material you now have access to.  Below is a brief description of each tabs function:

      • My PWM Cloud

        • Can access your recruitment link on the main page

        • Can access general company announcements (under calendar)

        • Can view total earnings / points / team members (or distributors)

        • Can view current rankings

          • current star levels & what’s needed to advance to next level and reach down to access more team payouts

        • Quick menus 

      • Dashboard Tab – Team Dashboard

        • General company updates, upcoming presentations, leadership meetings, company commercial, conference calls, etc.

        • This is where you can access the links/contact info to company webinars, motivational Monday calls, etc.

        • Can access new hire checklist

      • Profile

        • Can update personal info, payment methods, bank info, etc.

        • My Support Page

          • Controls info on your support page

          • This is your website / support

      • PWM Shop

        • Check your cart order for programs ordered, upgrade your package

        • Manage your monthly subscription (can upgrade to builder / Loan officer)

      • Earnings

        • Breakdown of current / past earnings 

        • Can access by level 

      • My Team

        • View upline

        • View Genealogy Tree

        • View Download Report

          • Breakdown earning per member and branch

          • Read Definitions on right hand side to understand downline report inputs

        • Data Viewer

          • Can view specific level member earnings, numbers, etc.

        • Unilevel Volume Leg Viewer

          • View ranked commission volume per member

        • View leaderboards

          • Can view company leaderboard

        • My distributors order

          • Can see enrollment package subscriptions of each downline member

      • My Website

        • Change site name if you want to change it

      • Marketing

        • Can copy your referral links

        • Create QR Code Generator, can scan the image to take folks to your website / join now link

      • Loan Miscellaneous

        • Can access / download needed origination forms / spreadsheets

        • Can view breakdown of all programs being offered

      • Training Library

        • Can access all training videos

      • Agreements

        • Can access all needed agreements to complete new hire process

        
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