MetLife Help

Welcome to Backshop Help for MetLife. Our interfaces are simple and easy to use, but we hope this resource helps you get even more from our application.

To find a topic on this page, use the Find function in your browser. Command+F for Macs and Control+F for PCs. For example, look up “amortization,” and the Amortization link will be highlighted.

If you’re not sure where to go from where you are, check out the Go to and Actions bars immediately below the navigation.

1. Go to: These links take you to interfaces directly related to your current location.

2. Actions: Key actions pertaining to your current location. Actions include importing and exporting.

Backshop has two main levels:

1. Portfolio. At this level you’re managing information for all of your deals.

2. Deal. At this level you’re working within a specific deal.

Portfolio Level

My Deals

Workflow Queue

Borrowers

Reports

Ad Hoc Report

Document Signatures

View Recurring Reports

Templates

Deal Level

Deal

What is a Backshop deal?

Workflow Manager

Deal Log

Task List

Deal Summary

Basic Terms

Quote Options

Funding Memo

Status

MIM Investor Tracking

Notification

Deals Lost/Declined/On Hold

Insurance Approval

Approval

Borrower ESG Questionnaire

Submission Checklist

Co-Lend

Deal Status and Commentary

Note

Note

Amortization 

MIM

Rate Lock

Prepayment Provisions

Note Accounting

Loan Allocation

Property

Detail

Operating Statement

Multiple Operating Statement Import

Report Settings

Appraisal

Borrower

Third Party

3rd Party Tracking

Environmental

Engineering (PCA)

Seismic

Termite

Wind Zone

Zoning/Survey

Closing

Billing

Deposits & Expenses

Docs

Due Diligence Checklist

Upload Document

Upload Multiple Docs

View Documents

View Public Documents

Forms/Letters

Updated May 22, 2020