How do I sign up for Online Banking for my Mortgage?
Attention online mortgage customers!
If you opened an online mortgage account with us before 8/13/2021, our new system upgrade may affect how you access your online mortgage account. Please read the details below to learn more.
It’s simple. When you enroll in Personal Online Banking you’ll have full access to your mortgage online. Enroll now
How do I access my online mortgage with the system upgrade?
The new mortgage system upgrade may have changed how you access your account. If you opened your online mortgage account before 8/13/2021, you’ll notice some changes to how you’ll access your mortgage account moving forward.
The new mortgage system gives you all the same features with a new modern design, increased security, and all the convenience of a single login from your online personal banking. Now you’ll have instant access to your online mortgage account directly through Umpqua Personal Banking. That’s right—the previous mortgage login page is no longer needed.
Here’s how to access the new online mortgage experience:
If you already have an Umpqua Personal Online Banking account, then you’re all set. Log in to your personal banking account and select mortgage to manage your mortgage account.
Don’t have an Personal Online Banking account with us yet? You’ll need one to access your online mortgage account. We’ll help you get set up. It’s easy!
Follow these three steps:
- Simply navigate to the ‘Log in’ button on this page and select ‘Personal Banking’ to access your mortgage moving forward. You will no longer use the ‘Mortgage’ login.
- From the ‘Personal Banking’ login, enter your mortgage username where it says ‘Login ID’ and enter your mortgage password. Then we’ll send you a verification code.
- After you receive and enter the verification code, you’ll need to reset your password. That’s it, you’re all set!
Once you’ve set up your new login, you’ll have direct access to all the same features as before by using the ‘Personal Banking’ login and selecting mortgage from your new Personal Banking dashboard.
What can I do with Mortgage Online Banking?
You can take care of most transactions and review your account. Here’s a full list of what you can do online:
- Schedule one-time payments or recurring transfers
- View monthly statements and sign up for paperless statements
- Download your end of year tax information
- Review escrow details such as hazard or optional insurance
- Generate payoff statements
- Set up alerts based on payment, tax or insurance activity
- Calculate scenarios such as the projected payoff date or changes to the principal
Take a tour of the online mortgage experience
Download the following customer guide to help you get started with mortgage online banking.