NewPoint CRESI Borrower Portal

WELCOME to NewPoint’s CRE Servicing Insight® (CRESI®)

New Users

Enrollment

First Time CRESI® Portal Access:
1. Navigate to the NewPoint website: https://newpoint.com/borrower-log
You will land on NewPoint’s Borrower Log In page (shown below).

Under the “Loan Servicing” header, select the “LOG IN” button.
You will be redirected to NewPoint’s CRESI® Portal to complete enrollment.
Select “ENROLL NOW” button.

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Select the applicable role.
Select “CONTINUE”

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Enter the *required information. NOTE: Each piece of information must match NewPoint’s records exactly in order to obtain access.

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Loan Number
- NewPoint’s Loan Number
Borrower Name
- Exactly as it is recorded on the loan documents including punctuation.
Last 4 digits of Tax ID
- The last 4 digits of the Borrower Tax ID.
Billing Zip Code
- The Borrower’s billing Zip Code.

Select “CONTINUE”.
Enter the *required information for your new account.
1. NOTE: It is important that the user enrolling has access to the email address & phone number(s) listed here as these will be used for enrollment completion, user authentication, password resets, etc.

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Select “CONTINUE”.
You will receive a confirmation email sent to the email address provided in the account setup.
Follow the instructions provided by navigating to the ‘registration link’.

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You will be prompted to use one of the provided phone numbers to receive a passcode by voice or text.
1. Voice verification requires active digit entry to obtain the passcode.

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Text verification will be similar to the image below.
1. Depending on your device, this image may look different.
2. NOTE: The Passcode verification (by voice or text) will be required for every login.

Enter this passcode.
Select “CONTINUE”.

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Please read the Terms & Conditions.
Indicate that you have read & agree with the Terms & Conditions by checking the box next to the affirmative statement.
Select “ACCEPT & CONTINUE”.

Enter your desired Username.
1. If the Username entered is already taken, then an error message will appear & you will need to select an available Username.
Enter your desired Password following the displayed Password Requirements.

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Select “COMPLETE REGISTRATION”.

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“Registration Complete” confirmation message will appear.
Select “OK”.

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You will be redirected to the login page.
Enter your newly created Username & Password.
Select “LOGIN”.

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You will be prompted to use one of the provided phone numbers to receive a passcode by voice or text.
1. Voice verification requires active digit entry to obtain the passcode.

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Text verification will be similar to the image below.
1. Depending on your device, this image may look different.
2. NOTE: The Passcode verification (by voice or text) will be required for every login.
3. The Passcode sent will be different that any previously received.
4. NOTE: The text verification will come from the same sender number. You may save this contact for future use.

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Enter this passcode.
Select “CONTINUE”.

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Enrollment is complete.
You will land on your CRESI® Dashboard & may proceed with accessing your loan information.

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Adding Access to Additional Loans

Once your initial enrollment has been completed and approved, you may request access to additional loans by selecting the “Add Access” icon.

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Enter the *required information.
1. NOTE: Each piece of information must match NewPoint’s records exactly in order to obtain access.
2. Loan Number
  - NewPoint’s Loan Number
3. Borrower Name
  - Exactly as it is recorded on the loan documents including punctuation.
4. Last 4 digits of Tax ID
  - The last 4 digits of the Borrower Tax ID.
5. Billing Zip Code
  - The Borrower’s billing Zip Code.
Select “SUBMIT”.

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You will receive a “Review Required” confirmation message.
The CRESI® Administration Team will receive the request.
Once approved, the newly requested loan will appear on your dashboard.

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Resetting Your Password

If you have forgotten your password or otherwise need to reset your password, then you may utilize the “Forgot your username or password?” module in the application.
Select “Forgot your username or password?”

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Enter your Username.
Select “CONTINUE”.

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This will kick off a Password Reset email to be sent.

Select the “Reset Password” link from the email received.

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You will be taken to the CRESI®Portal & prompted for your Username.
Enter your Username.
Select “CONTINUE”.

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You will be prompted to use one of the provided phone numbers to receive a passcode by voice or text.
1. Voice verification requires active digit entry to obtain the passcode.

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Text verification will be similar to the image below.
1. Depending on your device, this image may look different.
2. NOTE: The Passcode verification (by voice or text) will be required for every login.
3. The Passcode sent will be different that any previously received.

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Enter the Passcode.
Select “CONTINUE”.

Enter your New Password.
1. NOTE: The New Password must adhere to the displayed Password Requirements.
Confirm your New Password.
1. NOTE: Your New Password confirmation must match your New Password.

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Select “CONTINUE”.
A “Success!” confirmation message will appear.
Select “OK” to be redirected to the Login page.

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Enter your Username & new Password.

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You will be prompted to use one of the provided phone numbers to receive a passcode by voice or text.
1. Voice verification requires active digit entry to obtain the passcode.

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Text verification will be similar to the image below.
1. Depending on your device, this image may look different.
2. NOTE: The Passcode verification (by voice or text) will be required for every login.
3. The Passcode sent will be different that any previously received.

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Enter the Passcode.
Select “CONTINUE”.

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You have now reset your Password & are logged into the CRESI® Portal.

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