Ruoff Agent User Guide

Reaching new milestones with
Ruoff Home Mortgage.

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Mobile phones displaying Ruoff Agent App
Ruoff Agent Mobile App login screen

Home Screen

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After logging in (or upon opening the app if your login credentials are already saved on your device) you will be presented with the home screen. On this screen, you get a quick at-a-glance view of your information.

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Near the middle of the screen, you will see your total year-to-date closed loans, as well as the number of loans in which you were the buyer’s agent and seller’s agent.

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Below that, you will see an up-to-date average of the Ruoff Home Mortgage Underwriting and Clear to Close turn times. This content may change.

Ruoff Agent Mobile App login screen

Pipeline

This page gives you a quick overview of all of your current and recently closed loans with Ruoff Home Mortgage. You can swipe up and down to browse your list of loans or use the filter at the top of the page to narrow down the displayed results.

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To filter your results, simply begin typing in the “Search for Files” box at the top of the page. The loans fitting within your search criteria will begin populating on the page. Each loan preview also contains buttons that may or may not be available depending on the state of the loan.

They are as follows:

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Upload Documents – Clicking this button will allow you to upload images or PDF files that you wish to be associated with this loan (such as purchase agreements). Your device may ask you to allow our app to access your device files/media. If you wish to use this feature you must click “Yes” to allow our app access to upload files from your device.

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View Pre-Approval – This button will open the borrower’s pre-approval letter if available. For more information, you can click anywhere on the loan preview to view more detailed information about the selected loan.

Ruoff Agent Mobile App login screen
Ruoff Agent Mobile App login screen

Loan Detail

Clicking a loan in the pipeline view will present you with more detailed loan information.

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At the top of this screen, you will see the picture and contact information for the Ruoff loan officer associated with this loan.

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Following that, you will see a list of the loan milestones and the date that each milestone was achieved, if applicable.

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Finally, you will see miscellaneous loan information such as the borrower’s name, the subject property, associated real estate agents, title company, and closing date.

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To leave this page, simply click on the back arrow at the top left of the screen or the “CLOSE” button at the bottom.

Marketing

This page gives you access to view the Ruoff Home Mortgage marketing catalog. Here you will be able to view all the various types of marketing correspondence that can be ordered through your Ruoff Home Mortgage loan officer.

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Select a category from the dropdown at the top of the page to view the options that we have available. You can click any of the items for a more detailed view.

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Click the “Home” button on the bottom left of the screen in order to return to the main list.

Ruoff Agent Mobile App login screen
Ruoff Agent Mobile App login screen

Refer LO

This feature will allow you to introduce your client to one of our experienced loan officers.

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To use this tool, simply select the loan officer you wish to refer. Enter the client’s name and cell phone number, then click the “Send Referral” link. This will bring up your default texting app with the information pre-populated – you just need to click send!

*NOTE* If you do not have a default texting app selected for your device, you will be prompted to select the app you wish to use.

Your client will receive a text message from you containing a hyperlink. This link will direct them to the selected loan officer’s application page. On this page, they can fill out their loan application, check their loan status, and upload/view documents associated with their loan. The selected loan officer will receive an email informing them of your referral so they can make prompt contact with your client.

Push Notifications

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Our application provides push notifications that update you when one of your client’s loans has reached a new milestone or when a pre-approval letter has been generated and is available to view.

Ruoff Agent Mobile App login screen