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Frequently Asked Questions

Administrator Guide

How do I submit a loan?

How Do I create a New Account?

Do I need my own account, or can we share accounts in our branch?

How do I lock a loan that is not in the system?

How do I lock a loan that is already in the system?

How do I upload a Calyx point file?

How do I upload a FNM formatted file?

How do I see guidelines?

How do I get daily ratesheets emailed to me?

If I changed companies, can I keep my same username?

Why can't I find my loan in the pipeline?

Why don't I get the option to upload a file when I click on Pipeline?
Turnaround Times

Verfiy updated turnaround times for San Ramon and Mountain/Central.
View Ratesheet

View the daily CMG Financial ratesheet for up-to-date information.
View Directories

Browse the CMG Financial Operations directory and map.
Create New Account

Register for a new account with CMG Banking.
Lender Paid Transactions: Broker may not charge an origination fee. Borrower will be charged an origination fee by CMG in an amount equal to the broker compensation agreement. This origination fee, in addition to all other CMG fees, must be reflected in Block 1 of the GFE. More Information