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The Loan Officer's
Lender Portal Cheat Sheet

Requirements for 21+ portals — Wells Fargo, Rocket, UWM, Chase, and more. Insider tips from 10,000+ successful submissions. Updated April 2026.

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  • Portal-by-portal breakdown — every required field for Wells Fargo, Rocket, Chase, UWM, and 16+ more
  • Format gotchas that cause rejections — SSN with or without dashes, monthly vs. annual income, and other silent killers
  • Submission tips per portal — how to avoid resubmissions and session timeouts
  • LOS field mapping reference — Encompass field IDs, Calyx Point patterns, and more