The staff at TBDirect offers assistance every step of the way, from registration to system usage.  A thorough understanding of the workings of TBDirect and other automated online technologies offered through the system will help you process loans more efficiently. 

After registering for TBDirect, we will assign a user ID and password to you.  We will forward this information to you electronically.  You can request a virtual training session on the system for yourself or a group of associates.  Additional detailed hands-on-training can also be scheduled for those that need special assistance.  Our training staff will teach you everything you need to know about using TBDirect.  Training is FREE and unlimited.

Other aspects to our service include:

• TBDocs – Close loans and order funds ONLINE using our NEW closing document feature.  Close loans and order funds at YOUR convenience not OURS.  TBDocs streamlines and automates the closing process.  LIVE loan status is also accessible within the system..
• FREE Credit Reports – Tri-merge credit reports pulled through TBDirect are FREE when the loan is closed with Taylor, Bean & Whitaker. 
• FastFAX -- Our loan imaging system combines the power of the Internet and your fax machine.  Sending the loan file and conditions through your fax machine eliminates courier fees.  Underwriters work from the imaged copy created from your fax, thus expediting underwriting and clearing of the conditions.
• Underwriting Assistance – You can request assistance from an underwriter via the website.
• Helpful Support Staff -- Our helpful support staff will troubleshoot any issue that you may experience.  Assistance can be requested directly from the website. 
• As TBDirect evolves, new technologies will be integrated into the site.