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Training Manual

eOriginator ®

Correspondent Lending

Contents

The Website .................................................................................................................................... 5

System Requirements ..................................................................................................................... 6

Accessing the Site............................................................................................................................ 6

Site Login ......................................................................................................................................... 7

Forgot your Password? ................................................................................................................... 8

Creating a New Password ............................................................................................................. 10

Data Depot .................................................................................................................................... 11

Quick Search.................................................................................................................................. 12

Home ............................................................................................................................................. 13

Log Out .......................................................................................................................................... 13

My Pipeline ................................................................................................................................... 14

Selecting a Loan from My Pipeline ................................................................................................ 15

Summary Page .............................................................................................................................. 15

Check Out Loan ............................................................................................................................. 16

Search Loans ................................................................................................................................. 16

Import Loan File ............................................................................................................................ 18

Error Messages ............................................................................................................................ 19

Edit Loan Information ................................................................................................................... 20

Applicant Information .................................................................................................................. 20

2 Correspondent Lending

Contact Person......................................................................................................................... 21

Interviewer Information............................................................................................................ 21

Loan Information...................................................................................................................... 22

Sellers...................................................................................................................................... 23

Subject Property Information .................................................................................................... 23

Applicant Information............................................................................................................... 24

Previous Residence................................................................................................................... 25

Additional Applicants................................................................................................................ 26

Employment ................................................................................................................................ 27

Primary Employment and Income.............................................................................................. 27

Non-Employment Income ......................................................................................................... 28

Other Employment and Income ................................................................................................ 28

Previous Employment and Income ............................................................................................ 28

Assets ............................................................................................................................................ 29

Credit and Liabilities...................................................................................................................... 30

Stated Score............................................................................................................................. 30

Manual Credit Entry ..................................................................................................................... 31

Deleting a Liability .................................................................................................................... 32

Import ..................................................................................................................................... 32

Disposition ............................................................................................................................... 32

Credit Report Information ............................................................................................................ 33

Schedule of Real Estate................................................................................................................. 35


Subject Property and Current Residence ....................................................................................... 35

Declarations/HMDA/Interviewer Information ............................................................................. 36

Declarations ................................................................................................................................ 36

Info for Government Monitoring ............................................................................................... 37

Locking the Loan ........................................................................................................................... 38

Register Lock ............................................................................................................................... 38

Pricing Fields ............................................................................................................................ 39

Product and Rate...................................................................................................................... 39

Eligible Programs...................................................................................................................... 40

Lock Notification ...................................................................................................................... 41

Extending the Lock ....................................................................................................................... 41

Cancel the Lock............................................................................................................................ 42

Relock the Loan ........................................................................................................................... 42

Relock Pop-up window ............................................................................................................. 43

View Loan Conditions.................................................................................................................... 45

Uploading Documents to Conditions ............................................................................................. 46

Resubmit for Document Review ................................................................................................... 47

Uploading Closed Loan Package ................................................................................................... 48

View Loan Conditions.................................................................................................................... 49

Uploading Documents to Conditions ............................................................................................. 50

Resubmit for Review ..................................................................................................................... 51

Funding Memo Process................................................................................................................. 52


Final Price Review ........................................................................................................................ 52

Approving the Funding Memo ...................................................................................................... 55

Track Loan Status .......................................................................................................................... 56

View Documents ........................................................................................................................... 57

Document Versions...................................................................................................................... 59

Previous Document Versions ........................................................................................................ 60


Introduction The purpose of this client job aid is to give LenderLive Network’s correspondent customers a

reference on how to use the EOriginator system to complete submission/locking/submitting

conditions and general usage of the system for non-delegated and delegated correspondent clients.

This section outlines LenderLive’s proprietary loan origination environment in an effort to provide

additional familiarization with the site.

This section will review the following:

The Website

The Website eOriginator is proprietary, robust software that powers a loan originators point of sale, assisting with

the completion of Pre-Close and Post Close review processes. Among the many features available,

one can obtain automated pricing and automatic locking, easy upload features, management of

communication and purchase requirements, and underwriting decisions. eOriginator also serves as

an information portal into the seller’s loan pipeline.

LenderLive’s paperless web environment streamlines the management of all loan files, providing

real-time access to view and manage electronic loan files.


Accessing the Website This section will provide direction on how to access the eOriginator site and create the necessary

password.


System Requirements

Accessing the site

Site Login

Forgot Password?

Creating a New Password

System Requirements The eOriginator site is available using IE7 or above, Firefox or Chrome.

Accessing the Site To access the eOriginator site, follow the below URL:

https://eoriginator.lenderlive.com

https://eoriginator.lenderlive.com/


Site Login The login screen will appear as shown below:

Complete the following steps to access the site:

• Enter the Client ID

• Enter your assigned Username (typically an email address)

• Enter the provided Password

• Click Login


Forgot your Password? In the circumstance a password is forgotten; it may reset by simply clicking “Forgot Password” on the

main login screen.

• Enter your Client ID

• Enter your Username

• Click Forgot Password?

The system will prompt to confirm the request:


Notification will be provided advising that the password reset has been successful:

The system will generate and email a generic password to the email address associated with the

User profile.


Creating a New Password The newly created password must contain a combination of letters, numbers, and special characters.

It cannot be a word found in the dictionary when the numbers and special characters are removed.

The “old” password will auto fill into the data fields. Create a new password, verify the password,

complete the New Password Hint, and click Submit.

Example of incorrect password convention:

4pas8sw#ord!

Example of correct password convention:

Pa$$w0rd

W3!c0m3!


Home Page The eOriginator Home page is the hub for loan communication and pipeline management.


Data Depot

Quick Search

Data Depot The Data Depot is located at the top of the eOriginator Home page. It is populated and visible when a

loan is selected and provides a snapshot of the Borrower/Loan information.

• Property Address • Phone Number • Purpose

• Borrower Name • Fulfillment ID • Underwriter


Quick Search The Quick Search option allows the ability to search the pipeline for a specific loan by any of the

following criteria:

• Primary Borrower Last Name

• Fulfillment Loan Number (Loan Number)

• Servicer Loan Number

• Client Loan Number (Originating Bank Loan Number)

• Property Address

• All Borrower Last Names


Main Menu The Main Menu allows access to view the Home Page, Message Page, and to Log Out.


Home

Message Page

Log Out

Home By selecting the Home from the navigation bar, the system will redirect to the main Home Page. From

here, access is available to the Navigation Icons for quick system navigation and to view high level

loan information.

Log Out

Select Log Out when you have completed your session.


Choose A Loan – Existing Loans This section allows for several options and manners in which to search and select a loan transaction.


My Pipeline

Search Loans Summary Page

Check In/Check Out Loans

My Pipeline By selecting My Pipeline from the navigation bar, the system will populate a list of all loans currently

registered or submitted to LenderLive, in various stages, according to user profile.

The pipeline can be sorted by the following criteria:

Status Loan ID Seller

Borrower Name State Rate

Price Loan Amount Program


Selecting a Loan from My Pipeline To select a loan from the My Pipeline, simply click on the desired name in the Borrower Name

column.

By completing this action the system will redirect to the Summary Page for the selected loan.

Summary Page Once a Borrower has been selected, the system will redirect to a loan summary page, which provides

a snapshot of the loan transaction.


Check Out Loan In an effort to protect the integrity of the loan application, only one individual can modify the loan at

any given time.

In order to modify loan data, once the loan populates on the page, click the Check Out Loan box

located in the Data Depot.

Once the necessary modifications have been completed, click the Check In Loan box. This will make

the loan available for another User.

Search Loans The Search Loans function allows you to search the pipeline of loans at a more granular level. Loans

can be searched by the following criteria:


• Loan Status • Name (first/last) • Mailing Address

• SSN • Email Address • Subject Address

• Phone Number • Loan Type • Agency Number

To enhance the timing of the search function, select the appropriate Loan Status first to narrow the

data return.

These options include:

• All • In Process • Referred

• Registered • Funded • Declined

• Withdrawn

Enter all other applicable loan search criteria and click Search. The results will render on that page for review.


Choose a Loan - Create New Loan The Create New Loan section of the navigation bar allows three (3) methods to remit a loan

application. This section includes the following processes:

Import Loan File

Import Loan File The system allows the ability to import a FNMA 3.2 file or DU Case File ID for quick upload. Follow the

instructions below to import a loan file:

• Select Import Loan File from the left navigation bar

• Check the box for “I am the Contact Person” o Contact information will populate based on login credentials

o Manual entry of the Contact Person for the loan transaction may also be done

Select Browse and choose the appropriate file from the directory


• Once located, click Open. The path of the file will be displayed in the address bar

• Click Validate File

The system will then provide the opportunity to enter Interviewer Information, prior to importing the

loan. This section may be skipped as it is not necessary for the Pre-Close and Pre-Purchase Review

processes.

Error Messages If any errors exist in the 3.2 file import, they will be listed at the bottom of the page. Stop and review

all errors to confirm if any items need to be addressed, prior to importing the file.


Loan Menu The Loan Menu provides access into all portions of the loan application and follows the format of the

1003 application.


Applicant Information Employment Assets

Credit & Liabilities Schedule of Real Estate Additional Information

Declarations Loan Summary

Edit Loan Information Applicant Information The Applicant Information page consists of the following sections:

• Findings • Contact Person

• Interviewer Information • Loan Information

• Sellers (if purchase transaction) • Subject Property Information

• Applicant Information • Previous Residence Info


Contact Person This section identifies the contact person for the loan transaction. This can be indicative of the Loan

Officer, Processor, or Borrower. This section should be populated based on the initial file import

process.

Interviewer Information This information does not need to be completed if the information was contained in the 3.2 file

import. If not, click the “Use my LO info” to generate information.


Loan Information The Loan Information section provides the option to select the purpose branch associated to the

loan transaction, the purpose of the loan, lien position, loan amount, and loan type. Please indicate

whether the loan will be used to purchase or refinance residential property. If the loan is for

residential construction or if a second lien is being requested, indicate in this section.

Purchase

Ref inance


Sellers For a purchase transaction, if the information is readily available, the sellers contact information can

be provided in this section by clicking on the Add Seller button.

.

Subject Property Information The Subject Property Information section provides access to review the property address, state, city,

zip, county, purchase price (if applicable), appraised value, year built, occupancy, property type, and

title vesting information.

Be sure to select the County from the dropdown. Counties do not populate and import on a

3.2 file. This will need to be manually selected.


States available in the dropdown will be applicable to your organizations lending platform. Upon

selecting the State, additional fields such as City, Zip and County will generate for selection.

Applicant Information The Applicant Information section will outline the following for the Borrower and Co-Borrower:

• Current address

• Social Security Number

• Birth date

• Mailing address


Review all information to confirm accuracy of the 3.2 file import and make any necessary

corrections/additions.

Previous Residence If the Borrower(s) have less than 2 years in the current residence, a previous residence must be

entered. Click Add Previous Residence button at the bottom of the screen to prompt the system to

populate the previous residence data entry field, if not imported from the 3.2 file.


Additional Applicants If there are more than two Borrowers or non-occupant Co-Borrowers associated with the loan

transaction,

The Additional Applicants tab will appear on the Applicant Information page and allow for review of additional borrower information that would have imported from the 3.2 file.

Click on the Additional Applicants tab to review the additional Borrower(s) to the loan transaction.


Employment In order to determine the Borrower(s) ability to repay the mortgage loan requested, the lender must

be informed of the applicant’s monthly income.

The employment and income will be uploaded for all Borrower(s), on the Employment page. This

page contains the following sections:

• Primary Employment and Income • Non-Employment Income

• Other Employment and Income • Previous Employment and Income

Primary Employment and Income Review the employer name, address, and applicable job position information including monthly base

salary and start dates for all borrowers on the loan transaction.


Non-Employment Income Some examples of non-employment income would include:

• Annuity

• Child support

• Trust

• Pension

Review the Non Employment Income section to confirm the appropriate information is present:

Other Employment and Income The Other Employment and Income section is available to review a second job. If any of the

Borrower(s) are working a job in addition to his/her current employment, the information will need to

be entered in this section of the Employment page. This information should be uploaded in the 3.2

file import.

Previous Employment and Income For some loan transactions, additional loan data elements may be required. If the Borrower(s) have

been employed at the current employer for less than 2 years, a previous employment record may

need to be entered.


Review the Previous Employment information imported on the 3.2 file for accuracy.

Assets The Assets section is used to record relevant financial information regarding a Borrower(s) assets

and liabilities, which may be meaningful for the transaction.

The Assets will be confirmed for all Borrower(s) on the Assets page. This page contains the following

sections:

• Assets • Down Payment (purchase applicable)

In this section, information regarding which Borrower owns the asset, asset type, account name,

number, and value will be validated.

If more data entry fields are necessary, click Add Asset to populate additional rows.


Credit and Liabilities The Credit and Liabilities section allows for systematic population of all Borrower(s) liabilities.

This page contains the following sections:

Manual Credit Entry

Deleting Liabilities

Disposition of Liabilities

Import

Credit Report Information

Stated Credit

Stated Score If entering a stated score for loan transaction pricing, enter the credit report mid score into this data field. This would be the score being utilized for pricing of the loan transaction, from the bureau

previously pulled. Enter that number in the Credit Score field.

Credit information may be entered in one of three ways:

1. Manually (user entered)

2. Import (Liabilities were imported from a 3.2 file)

3. Upload (Liabilities were uploaded when credit was pulled)


Manual Credit Entry To enter credit manually:

• Click on Save and Add New Liability in the liabilities section. A blank row will appear

• Complete the account information by using the dropdown fields or typing the information in the free form fields

• To enter more data fields, click Save and Add New Liability to populate additional rows


Deleting a Liability In the instance a manually created liability needs to be removed, click the Delete box next to the

liability, and click Delete.

Import If importing a file into eOriginator, the liabilities contained in the upload will auto populate into the

liabilities section of the Credit and Liabilities page. These liabilities will need to be identified with the

correct disposition.

Disposition The upload process will auto-populate all liabilities contained within the 3.2 file. All liabilities will

need to have the correct disposition applied.


Dispositions available are:

• Dup

• None

• Prior to Close

• Payoff

Credit Report Information If accessing credit direct through Agency (DU, LP) the following will need to be completed:

1. Select Method of Retrieval

a. Desktop Underwriter

b. Loan Prospector

2. Select Credit Vendor

3. Select Re-Use Exist ing

4. Input the credit reference number

5. Click Order Credit


Liabilities from the credit report will populate in the Liabilities section at the bottom of the page:

These liabilities will need to be disposition appropriately or the imported liabilities can be deleted.


Schedule of Real Estate This section of the system allows for review of any owned real estate and associating of liabilities.

This page contains the following section:

• Subject Property and Current Residence.

• Other Property

Subject Property and Current Residence This section will allow the ability to associate a liability with the correct property.

• Ensure the street address, disposition, value and property type are correct

• Click Add Liens

• Window will populate and allow for selection of correct liability. Select the appropriate liability

and click OK

This will allow the ability to associate the appropriate liability with the corresponding property.


Declarations/HMDA/Interviewer Information The Declarations page consists of the following sections:

• Declarations

• Info for Government Monitoring

Declarations The Declarations Section provides information regarding Credit/Citizenship/Residence.

The responses to questions in the Declarations section will enable lenders to determine whether an

applicant qualifies.

All questions should be answered for both the Borrower and Co-Borrower, imported on the 3.2 file.


Info for Government Monitoring The Home Mortgage Disclosure Act (HMDA) was enacted by Congress in 1975 and was implemented

by the Federal Reserve Board's Regulation C. On July 21, 2011, the rule-writing authority of

Regulation C was transferred to the Consumer Financial Protection Bureau (CFPB). This regulation

provides the public loan data that can be used to assist:

• In determining whether financial institutions are serving the housing needs of their communities

• Public officials in distributing public-sector investments so as to attract private investment to areas where it is needed

• In identifying possible discriminatory lending patterns

The information should be answered based on the 3.2 file import. Confirm all information is present.

Click Save and Continue at the bottom of this page to continue to the Due Diligence Loan

Summary page for locking options.


Loan Summary Page The Loan Summary Page offers an overview of the loan transaction and pricing information.

Locking the Loan Upon reaching the Loan Summary Page, a Lock button will appear in the bottom right corner of the

page. Click Lock to proceed to pricing.

Register Lock The system will redirect to the Register Lock page. The following required (RED) items should be

reviewed for accuracy:

• First Name

• Last Name

• SSN

• Property Address

• Zip, State, City, County

• Client Loan Number


Pricing Fields Pricing Fields are required in order for the system to appropriately and accurately price the loan.

Confirm all information is accurate according to the loan purpose.

Product and Rate The Note Rate should be prepopulated based on the 3.2 file import. The Desired Lock Period and the

Product will need to be selected from the available options in the dropdowns.

Upon selecting the lock period and product, click Price at the bottom of the page.


The system will price according to investor product eligibility and display available programs and

products. All information, once the loan is priced, in unavailable for modification and will be greyed

out.

Eligible Programs Eligible programs will be displayed at the bottom of the page. Review the base price and additional

pricing parameters to determine if the results meet requirements of the loan. If the loan needs to be

re-priced, re-enter the desired note rate, lock period, and product and select Price. The system will

again run the loan through eligibility and render eligible pricing parameters for review.

If the rate and price are acceptable, select the Lock button at the bottom of the page.


Lock Notification Upon clicking Lock, the system should respond with a successful lock notification.

Click the Go to Summary Page to review the lock.

Extending the Lock If the lock is close to expiration and required extension, the request is completed via the Loan

Summary Page.

• Search for the loan or select from the My Pipeline

• Loan Summary Page displays

• Click Extend Lock

• Select Term

• Enter any applicable Notes

• Click Save


Cancel the Lock If the Lock requires cancellation, the request is completed in the Loan Summary Page.

• Search for the loan or select from the My Pipeline

• Loan Summary Page displays

• Click Cancel Lock

• Click OK in the dialog box

• Lock is canceled

• Once the notification is approved (OK) the Lock Status will update and appear as “Lock

Cancelled” as illustrated below.

Relock the Loan This option allows the user to relock from the new Due Diligence Loan Summary page. By completing

a Search on the borrower loan file, the system will redirect to the Loan Summary page.

1. Select Search Loans from the Choose A Loan menu

2. Enter search criteria (first name/last name)

3. Hit Search at the bottom of the page


Relock Pop-up window Upon clicking the Relock button on the Loan Summary page, the following popup will generate,

requesting the user to confirm the existing lock and current market pricing options. Click Save at the

bottom of the page to register the new lock parameters.


Upload Pre-Close Package To submit the loan for Pre-Close Review, the full pre-close package must be uploaded for review. To

upload a package follow the below instructions:

1. Select Upload Documents from the Document Management Menu

2. Browse and select the desired file

3. Click Upload File

4. Select Loan Submission type from dropdown (Pre-Close Review)

5. Enter any applicable comments in the Comments box

6. Click Submit

7. The system will provide a notification that the file was submitted for review and successfully

uploaded


Reviewing Loan Conditions Once the Underwriter completes review, conditions will be added to the loan file. Conditions are

satisfied by uploading documentation through the eOriginator View Conditions page.

View Loan Conditions Under the Services menu, select View Loan Conditions. The loan conditions will be listed as well as

when they are needed:

• Prior to Approval

The Status will be listed as:

• New

• Cleared

• Waived

All New, Prior to Approval conditions, will need to satisfied in order to receive a Final Approval on the

loan.


Uploading Documents to Conditions Follow the steps below to upload documents to conditions:

1. Click the Doc Upload checkbox on the condition line for which documents are being uploaded

2. Click Browse and select a file

3. Enter a description of the document to be uploaded

4. Click Upload

Upon upload the system will provide a notification of successful upload. The Last Upload Date/Time

will also populate with a date and time stamp. Click on the date/time stamp to bring up a copy of the

document uploaded.


Resubmit for Document Review Once conditions have been successfully uploaded to the condition, the loan will need to be

resubmitted to Underwriting for Pre-Close Underwrite Conditions.

1. Select Submit Loan from the Services Menu

2. Select Submit Pre-Close Underwrite Condit ions from the Loan Submission dropdown

3. Click Submit

Once successfully submitted, the system will provide a notification of “Thank you for requesting Due

Diligence”

The process of uploading documents and requesting review will continue until all Prior to Final

Approval conditions are satisfied. Once all loan conditions are satisfied, the loan will be status as

Final Approved. This completes the Pre-Close Review process.


Pre-Purchase Review Upon receiving Final Approval on the Pre-Close Review transaction, the loan is available for Pre-

Purchase Review.

Uploading Closed Loan Package Prior to requesting Pre-Purchase Review, the closed loan package will need to be uploaded to the

file.

1. Select the file from My Pipeline or Quick Search

2. Select Large File Upload from the Document Management Menu

3. Browse and select the desired file

4. Click Upload File

5. Select Loan Submission type from dropdown (Pre-Purchase Review)


6. Enter any applicable comments in the Comments box

7. Click Submit

8. The system will provide a notification that the file was submitted for review and successfully

uploaded

When the Underwriter completes review, conditions will be added to the loan file. Conditions are

satisfied by uploading documentation through the eOriginator View Conditions page.

View Loan Conditions If it is found that items need to be satisfied prior to purchase, conditions will be applied to the loan

and it will be status as Loan Review with Findings. Under the Services menu, select View Loan

Condit ions. The loan conditions will be listed as well as when they are needed:

• Prior to Purchase

The Status will be listed as:

• New

• Cleared

• Waived

All New, Prior to Purchase conditions will need to satisfied in order to receive a status of Loan Review

Complete. Upon reviewing conditions please note that all Prior to Final Approval conditions from the

Pre-Close review will be viewable, however they will show a status of Cleared. All conditions listed as

Prior to Purchase will need to be cleared to receive a Loan Review Complete status.


Uploading Documents to Conditions Follow the steps outlined below to upload documents to conditions:

1. Click the Doc Upload checkbox on the condition line for which documents are being uploaded

2. Click Browse and select a file

3. Enter a description of the document to be uploaded

4. Click Upload

Upon upload, the system will provide a notification of successful upload. The Last Upload Date/Time will also populate with a date and time stamp. Click on the date/time stamp generate a copy of the

document uploaded.


Resubmit for Review Once conditions have been successfully uploaded to the condition, the loan will need to be

resubmitted to Underwriting for Pre-Purchase Review.

1. Select Submit Loan from the Services Menu

2. Select Submit Pre-Purchase Review from the Loan Submission dropdown

3. Click Submit

Once successfully submitted, the system will provide a notification of “Thank you for requesting Due

Diligence”

The process of uploading documents and requesting review will continue until all Prior to Purchase

conditions are satisfied. Once all loan conditions are satisfied, the loan will be status as Loan Review

Complete. This completes the Pre-Purchase Review process.


Funding Funding Memo Process When the loan reaches a Loan Review Complete status, internal LenderLive employees receive an

automatic notification to review collateral, for purchase. Upon completion of internal LenderLive

review, an auto queue is sent to the seller of Final Price Approval (Final price review and data

discrepancies are now complete).

Final Price Review After the review takes place internally, the system will provide an email notification to the Seller

advising file review is complete. This will send the Seller an email notification that they need to

approve the Final Price.

The Seller will log into eOriginator

Under Task menu → Choose Work Queues → Final Price Review

Select the desired loan from the populated list


Compare Data at time of lock against data after loan review.


Ultimately, take note of the final price under Loan Review Complete

Select Warehouse Bank from dropdown

Approve button will enable and select

At this point the file is submitted to the Investor (LenderLive) for the Funding Memo process


Approving the Funding Memo Follow the steps below to approve the Funding Memo after receiving queue from LenderLive.

Seller Receives Queue to approve Funding Memo

The Seller will receive an email notification

The user will log into the system

Under Task menu → Select Funding Memo Review

This will display the whole pipeline of Funding Memo to approve

Select appropriate Funding Memo

This will render the Funding Memo Summary page

Select Accept/Decline: Once selected the system will redirect back to Funding Memo pipeline

This action completed the Funding process and the transaction is complete.


Services The Services section of the navigation bar provides access for a seller to communicate with the

Review staff.


Track Loan Status

Track Loan Status The system is designed to allow the ability to track and view all milestone events in the loan process,

allowing for complete transparency.

• Select Track Loan Status from the navigation bar

Status History will populate in chronological order with the most recent event listed first. Task

information is comprised of the task, date/time stamp, as well as identifying who committed the

task. Notes associated with the task will also be shown.


Status reflected in the Track Loan Status screen will be directly related to actions taken prior to

submission as well as life of the loan within the Review Department. This allows for full transparency

into the loan transaction from every phase of submission through funding.

Document Management

The Document Management section allows for easy access to all documents associated with the

loan transaction. Examples of these items include:

• Underwriting Approval

• Documents Uploaded to Conditions


View Documents

View Documents When a document is imaged to the file, the system provides the option to view and/or print each

document. The system also has version history, providing the ability to view and print prior versions

of documentation. The document tree is set up to provide various folders for separation of

documentation associated to the loan file.


To view all document folders click Expand All. This will open the document tree and expose all folder

and sub folders. To view just subcategories associated with a specific folder, expand the selection by

clicking on the (+) of a folder.

As shown in the example above, when expending the Application Documents folder, subfolders become available. Expanding the subfolders allow for view into the documents imaged to the folder. The more (+) selected, the further layers populate.

Follow the steps below to access/open documents for viewing:

1. Select View Documents

2. Select the document you wish to view/print

3. Click on the document


An internet browser will open with a PDF format of the document.

Print the form or save to a location on your desktop or alternate location.

Document Versions Documents are versioned with the most recent being first. This is identified by the date/time stamp

located next to the document name.


Previous Document Versions Follow the below steps to review previous versions:

• Select the desired document

• Expand the document selection (+)

• Expend Previous Versions

* If a previous version exists, the system will denote that with a message of “The current document

is version (X) and the previous version will be available for viewing.

Example:

To view the previously pulled credit report, expand Underwriting, expand Credit, expand Credit

Report, and expand Previous Versions.


Technical Support Services For technical assistance, please contact Technical Support:

Email: [email protected]

Call Center: 1-877-616-8185

mailto:[email protected]