Introducing Rocket Connect: Our New Communication Tool
In the past, if you wanted to update your rate lock, update a loan amount or get product clarification, you would have to email three different teams.
At Rocket ProSM TPO, simplicity is genius – and the old way of doing things wasn’t as simple as they could be. That’s why we’re introducing Rocket Connect, our newest way to communicate directly with our experts all in one place.
While Account Executives are on hand to answer their partners’ questions about Rocket Connect and even walk you through using it, we’re answering some of the most common questions about this exciting new tool.
When Should I Use Rocket Connect?
Any time you need additional assistance with your loan or tech issues. Remember all the times you emailed or called about a process question? In those times, you’ll now use Rocket Connect.
With Rocket Connect, you can take action on a loan, like updating contact information, getting access to guidelines or revising pricing. If you need to escalate a loan due to disputes, timeline issues or other reasons, you can do that with Rocket Connect, too. The tool can even be used for certain tech issues you may have in the partner portal or That’s My Mortgage.
Remember, you can still go to your Underwriter or Client Care Specialist (CCS) for loan-level questions, but this will help eliminate the 40 – 50 email inboxes that you used to have to memorize to get to the proper department. And by eliminating email confusion, you’ll be saving time so you can focus more on growing your business.
How Do I Use Rocket Connect?
This new, intuitive tool uses various prompts to help you narrow down your options to provide the information you need to fix the problem on your own or direct you to the right person to assist.
If you can’t fix the problem on your own and need assistance, you’ll be prompted to fill out a form, then given a pop-up confirmation that your request was sent successfully. From there, the right team will work on completing your request. Once the team takes action and completes your request, you’ll receive an email confirmation.
Where Can I Access Rocket Connect?
You can access Rocket Connect in the partner portal. Instantly access it by clicking the Rocket Connect button on the homepage or use the purple tab on the side and at the bottom of most pages. Your Account Executive is always available to answer any questions about Rocket Connect, too.
It’s been a busy year at Rocket ProSM TPO – we’ve improvements to better serve our partners. In recent months, we’ve also rebranded our company and created a new online resource for information about loan processes called Pathfinder™ by Rocket. We’re excited to keep bringing new technology and services based on our partner feedback.
If you’re already a partner with us, sign in to the portal to give Rocket Connect a try. If you have yet to partner with us and you’re ready to bring intuitive technology with speed and certainty to your mortgage business, learn more about partnering with us today.