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Published by emily.otoole, 2022-06-06 11:56:18

My HOMESTAR App

MyHOMESTARApp_FlipBook

A SEAMLESS HOMEBUYING EXPERIENCE

MY
MORTGAGE APP

ABOUT HOMESTAR 100+ BRANCHES
800+ EMPLOYEES
HOMESTAR is a full-service mortgage
banker controlling every aspect of the YEARS OF
loan process with in-house processing, 20 MORTGAGE
underwriting, closing, and funding
of each mortgage transaction. LENDING

PURPOSE

Our purpose is to maintain a strong
reputation as an honest mortgage
company offering outstanding
customer service, exceptional
community relationships,
and a high level of
employee satisfaction.

WE HAVE ALWAYS
BEEN A LEADER

Ranked one of the

TOP MORTGAGE
PURCHASE LENDERS

NATIONWIDE

TRILLIONS
of dollars in

CLOSED LOANS

LOANS CAN
CLOSE FASTER WHEN YOU...

• Co-brand with a HOMESTAR Mortgage Loan Originator.
• Maintain the human touch element.
• Strengthen relationships with your clients.
• Have proactive communication capabilities.
• Gain loan status visibility and milestone updates.
• Know everything is compliant and secure.

Download the app for free on the App
Store and collaborate with your
HOMESTAR Mortgage Loan Originator
to get set up in the app.

A QUICK AND EASY
PROCESS

Your buyer
can APPLY for
A MORTGAGE

DIRECTLY
through the

MY
MORTGAGE APP

WE CARE ABOUT
OUR CUSTOMERS

In 2021,
HOMESTAR helped

15,482

customers achieve their
dream of homeownership.

• 2018 - $1.5 billion, 8,698 units
• 2019 - $1.7 billion, 9,441 units
• 2020 - $3.1 billion, 15,259 units
• 2021 - $3.6 billion, 15,482 units

MY
MORTGAGE APP

SimpleNexus: THE PARTNER EXPERIENCE

HOW TO GET STARTED
STEP-BY-STEP

In order for realtor partners to get an account set up on the
My HOMESTAR Mortgage app, THE MORTGAGE LOAN ORIGINATOR MUST:

• Create the realtor as a partner first
• Co-brand them
• Share the app with the realtor partner

The realtor can then go in and add their information on the WEB ONLY.

ON THE SHARED APP, THE REALTOR CAN:
• Share the app
• View info about shared loans
• Chat with the Mortgage Loan Originator and borrower

ALL ON THEIR PHONE!

HOW TO GET STARTED
STEP-BY-STEP

PLAYERS IN THIS

MORTGAGE LOAN ORIGINATOR / PARTNER SCENARIO:

• BECKYTEST is the Mortgage Loan Originator.
• MR. SLATE is Beckytest’s realtor partner.
• Scooby Doo is Mr. Slate’s borrower referral.

HOW TO GET STARTED
STEP-BY-STEP

To share BECKYTEST’S
My HOMESTAR Mortgage
app with his listing clients,
MR. SLATE:

• Clicks “LOG IN” to log
into SimpleNexus.

HOW TO GET STARTED
STEP-BY-STEP

The first time MR. SLATE logs in, he
will need to set up his password.

TO DO SO, MR. SLATE:
• Enters his email address.

• Clicks “NEED HELP?”

MR. SLATE only has to do this the
first time to set up his password.

After a series of steps occur,
MR. SLATE clicks “NEXT.”

HOW TO GET STARTED Now it needs to verify that
STEP-BY-STEP it’s him, so MR. SLATE:
• Clicks “SEND CODE.”
Because BECKYTEST shared • Receives a code to his phone
her My HOMESTAR Mortgage
app with MR. SLATE, the to use for verification.
system has his phone number. • Keys in the code and

selects “VERIFY.”

HOW TO GET STARTED
STEP-BY-STEP

TO CONTINUE VERIFICATION, MR. SLATE:
• Clicks “NEXT.”
• Reviews his phone number to ensure that it

is correct. He can change it if he desires.
• Clicks “USE THIS NUMBER.”

HOW TO GET STARTED
STEP-BY-STEP

To finish setting up his password,
MR. SLATE:
• Enters his new password.
• Confirms his new password.
• Clicks “SAVE.”

Now that MR. SLATE has
successfully logged into the
My HOMESTAR Mortgage app

partner experience,

THIS IS WHAT HE SEES…

HOW TO GET STARTED
STEP-BY-STEP

Everything accessible to
MR. SLATE is listed in the
left-hand menu with an icon.

Clicking on the person icon
presents a dropdown where
he can click to view the
Mortgage Loan Originator,
client, and prospect info that
belongs to him.

MR. SLATE can also:
• See loan details
• Review documents
• Access statistics
• Share the co-branded

app with others

HOW TO GET STARTED
STEP-BY-STEP

FIRST, MR. SLATE:
• Clicks on the person icon.
• Selects his Mortgage Loan Originators contacts.
• Views a list of Mortgage Loan Originators that have shared

their My HOMESTAR Mortgage app with him.
NEXT, MR. SLATE:
• Clicks on “Edit Profile.”
• Adds/changes his information in the co-branding with

that Mortgage Loan Originator.

HOW TO GET STARTED
STEP-BY-STEP

MR. SLATE CAN EDIT HIS INFORMATION, SUCH AS HIS:

• Name • Phone number(s) • Address(es)
• Website URL • Licensing • Bio

and more!

Reminder: Realtors can add their information on the WEB ONLY.

HOW TO GET STARTED
STEP-BY-STEP

MR. SLATE decides to share the co-branded My HOMESTAR Mortgage app
that he shares with Mortgage Loan Originator BECKYTEST.

To share the app with
one of his real estate
clients, whose name
is Scooby Doo,
MR. SLATE:
• Navigates to the

upper right-hand
corner of his screen.
• Clicks “SHARE APP.”

HOW TO GET STARTED
STEP-BY-STEP

AFTER CLICKING “SHARE APP,” MR. SLATE:
• Chooses whether to email or text the link to Scooby Doo (or he can do both).
• Decides to send a text to Scooby Doo, so he clicks “Text Link.”

There is also a QR code available.
MR. SLATE can download the
QR code and include it on:

Marketing materials • Emails • Etc.
The QR code is co-branded with

Mortgage Loan Originator BECKYTEST.

HOW TO GET STARTED
STEP-BY-STEP

When sending the app link via text,
MR. SLATE:
• Customizes the message to the client.
• Includes a note to the Mortgage

Loan Originator (the client does not see this).
• Clicks “SEND.”

If MR. SLATE had selected “Email Link,”
the same process would apply
(only through email).

HOW TO GET STARTED
STEP-BY-STEP

WHAT HAPPENS NEXT IS:
• The text goes to the prospective client just like it came to

MR. SLATE as the partner.
• The client clicks on the link.

NOW Scooby Doo NEEDS TO:
• Create his password credentials.
• Log in to access the co-branded view of the app.
• Begin his application by clicking “Start your loan process.”

Scooby Doo can enter his application on either the
mobile experience or web experience.

HOW TO GET STARTED
STEP-BY-STEP

When Scooby Doo creates his login credentials, MR. SLATE can see that Scooby Doo
is now listed as a CLIENT in his view on the My HOMESTAR Mortgage app.

To see this, MR. SLATE: Once Scooby Doo enters his application
and submits it, MR. SLATE:
• Clicks on the person icon.
• Clicks on “Clients.” • Clicks on the arrow to the left of
• Locates Scooby Doo’s name. Scooby Doo’s name.

• Sees certain fields from
Scooby Doo’s application.

HOW TO GET STARTED
STEP-BY-STEP

NOTE TO PARTNERS ABOUT THE BORROWER’S EXPERIENCE:
Notice that as Scooby Doo enters his application and subsequent
documents, the co-branding is apparent at the top of the pages he sees.

HOW TO GET STARTED In this case, the application was
STEP-BY-STEP received. Please see:
• Highlighted bottom bar
To see data on each application he is
involved in, MR. SLATE: (in blue)
• Clicks on the loan icon in the left-hand menu. • Green “A” under
• Selects the loan he wishes to review.
• Sees the data. “Progress/Status”
• Checks what step the loan is in.

As a reference for the HOMESTAR Mortgage Loan Originator, the milestone just completed in this example in Encompass was “LO Tasks.”

HOW TO GET STARTED MR. SLATE IS ABLE TO:
STEP-BY-STEP
• Select which Mortgage Loan
MR. SLATE can see statistics for the Mortgage Originator to view.
Loan Originators with whom he is a co-branded partner by
• Hover over the pie chart and
clicking on the bar graph icon in the left-hand menu. see that the co-branded app was
downloaded on an iPhone (iOS).

• Select the frequency of the graph:
o Today
o This week
o This month
o All time
• Hover over the graph dots, which

shows how many of the apps
were downloaded for the
co-branded Mortgage Loan
Originator.

HOW TO GET STARTED
STEP-BY-STEP

MR. SLATE CAN ALSO SEE HIS:
• Clients that used BECKYTEST as their Mortgage Loan Originator.
• Clients who use other Mortgage Loan Originators at HOMESTAR with whom he has a

co-branded experience.

IN THIS EXAMPLE:
• Mortgage Loan Originator Becky Cotter also co-branded her app with MR. SLATE.
• MR. SLATE then shared HER app with Mr. Man (Batman).
• MR. SLATE can now see that both of his real estate clients have started an application with his

co-branded HOMESTAR Mortgage Loan Originator.

MY
MORTGAGE APP

Corporate Office: 332 Washington St. NW, Gainesville, GA 30501

Copyright © 2022. Homestar Financial Corporation 332 Washington St. NW, Gainesville, GA 30501. NMLS #70864. For licensing info: NMLSconsumeraccess.org. This is not a commitment to lend and not all customers will qualify. All terms, information, conditions, rates, and programs are subject to credit and property approval and may change without notice. Not all
products are available in all states. Certain other restrictions may apply. Homestar Financial Corporation is an equal housing lender and is not affiliated with any government entity.


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