Offer & New Hire Request Manager

v1.6 · build 0820-1921
AWM signer:
NameBranchTitleEmailOffer dateActions
No one here yet.
NameBranchTitleEmailOffer dateActions
No one here yet.
NameBranchTitleEmailOffer dateActions
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0
Total offers
0
Accepted (Hired)
0% of offers
0
Not accepted (Archived)
0% of offers
0
Pending
0% of offers

Offers by month

No offers yet.

Monthly breakdown

No dated offers yet.

New Request

All changes saved
14 required fields still needed
ANew Hire Details
Sponsor for New Licensee, Blank if NA
BRole, Employment & Compensation
Where does the Employee Sit to do their work
If different than Reports To
Minimum one week unless approved for rapid onboarding. Background check must be complete prior to start.
Enter ONE basis only — Hourly (with Hours/Week), Monthly, or Annual. The other figures are calculated automatically for the offer letter. Leave blank / $0 for commission-only.
Hourly rate
Hours / week
Monthly
Annually
Blank if Not Applicable. Check all that apply and enter amounts.
Month 1 amount
Month 2 amount
Month 3 amount
Enter Month 1 only for a one-time sign-on, or add Month 2 / Month 3 for a staged sign-on.
Amount / month
# of months
Enter monthly amount & # of months to see the breakdown.
Credit 1 — amount
Credit 1 — month applies
Credit 2 — amount
Credit 2 — month applies
Credit 3 — amount
Credit 3 — month applies
How the P&L credit is earned (note)
Bonus amount
Volume to achieve
Max months to achieve
Amount ($)
Basis points
bps
Enter a dollar amount, bps, or both.
Basis points
bps
Month 1
bps
Month 2
bps
Month 3
bps
CEquipment & Swag
Will be costed to the Branch unless specified otherwise in Special Instructions
DEncompass Setup
List Processing Team, if there is not a specific processor
If None, N/A
Mandatory for Loan Officers only
Mandatory for Loan Officers only. Enter a link or note; attach the file separately.
ECompensation Plans & Polly Branch ID
Traditional FHA, Conventional & VA Loans, conforming high balance and Jumbo transactions. Enter in bps (e.g. 125 = 1.25%).
Transactions derived from a branch office supplied marketing effort or branch office provided lead source. Enter in bps (e.g. 125 = 1.25%).
Transactions derived from a preferred builder relationship provided by branch. N/A if not applicable. Enter in bps (e.g. 125 = 1.25%).
Transactions derived from corporate supplied marketing efforts or corporate provided lead source. N/A if not offered. Enter in bps (e.g. 125 = 1.25%).
Transactions derived from leads generation systems. N/A if not offered by the branch. Enter in bps (e.g. 125 = 1.25%).
Only for Loan Officers that reasonably expect to do Brokered loans, otherwise N/A. Enter in bps (e.g. 125 = 1.25%).
Minimum compensation as a dollar amount on all loans, e.g. 3000 = $3,000 (N/A for no minimum).
Max compensation as a dollar amount allowed on all loans, e.g. 10000 = $10,000 (N/A for no maximum).
Defaults to $695 if Blank.
Defaults to $895 if Blank.
FCustom Compensation Wording (optional — overrides the matching offer-letter line when filled)
If filled, this exact text replaces the Base Salary line in the offer letter (e.g. a monthly draw). Leave blank to use the Hourly/Monthly/Annual fields.
If filled, replaces the Guaranteed Pay line verbatim (e.g. a VO or month-specific guarantee). Leave blank to use the Guarantee amount / # months fields.
If filled, replaces the Per-File line verbatim (e.g. an override on another producer's loans, with caps/conditions). Leave blank to use the Per-File $ / bps fields.
If filled, replaces the Override line verbatim (e.g. a tiered branch override with a per-loan cap). Leave blank to use the Override bps field.

Import from Code / Link

Paste a submission code or a prefilled link from an intake form:

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