EZ Fundings Onboarding Checklist Please fill out the form below, for recruiter to complete. Please enable JavaScript in your browser to complete this form.Name *FirstLastCurrent Email Used *NMLSPhone Number: *Please Select which Accounts to Create: *Company Email (Mandatory)Encompass AccountPricing Engine AccountCRM AccountAdvantage Credit AccountMMI AccountAdvantage Credit Account - Soft PullCompensation Plan Tier *EPPS - Pricing Engine account *N/A0.125%0.250%0.375%0.500%0.625%0.750%0.875%1.000%1.050%1.125%1.250%1.375%1.500%1.625%1.750%1.875%2.000%2.050%2.125%2.250%2.375%2.500%2.625%2.750%2.875%3.000%Is the new Loan Officer part of an existing team in EZ Fundings? *If yes, please Indicate team name.Does the new Loan Officer need an LOA assigned? *YesNoAny special instructions for onboarding?Does the onboarding loan officer opt in to have his business accounts on social media managed by EZ Fundings Marketing team? *YesNoForm Completed By: *FirstLastSubmit
