Doc Input FAQs

I want to use a wholesaler other than what is on my list when I start to add a new loan file. How do I do this?

At the screen to select a wholesaler to use for your loan, there is a button labeled "New". To add an additional wholesaler to use for your loan, click on "New" button and a list of wholesalers that are available will appear. Select the wholesaler you wish to use and create the profile. The new wholesaler will now be available for the new loan that you are starting as well as any future loans.

I have changed my PMI factor, what forms will this affect?

Escrow Instructions, Regulation Z, Itemization, Payment Letter, Initial Escrow Account Statement.

I am adding PMI to my loan, what does this affect?

The aggregate adjustment will change. Forms will be Escrows, Regulation Z, Itemization, Tax and Insurance Info, Payment Letter, Initial Escrow Account Statement.

I want to impound two months of PMI, but my aggregate adjustment doesn't look right.

If you are ever having a problem with the aggregate, contact the Wholesaler to determine the number of months of the cushion they have used in the profile.

I am not sure if my PMI is constant or declining?

The commitments sometimes read level or amortizing. Constant is same as level, and declining is amortizing.

The Wholesaler I need for my documents is not in the drop-down menu on the "Create a new document package" screen.

Use the Add button next to the drop-down menu to create a profile for the Wholesaler you need. If your Wholesaler is not listed in the Adding Profile screen, they have not yet been set up with us.

Does it matter if I input using uppercase or lowercase letters?

Your input can be uppercase or lowercase and will appear on the documents as you type it. However, the information that pulls from the Wholesale profile will appear on your documents in capital letters. For this reason, we recommend that you use all caps when inputting in your customer profiles and in your loan transaction input.

After auditing and saving my file, I received an error that tells me, "Title company is not entered. Please make sure this is not the trustee for the Deed." I am sure that I do not need to input the title company, so how can I bypass this error?

Some audit errors are simply warnings to remind you to double-check your input. When you encounter an error like this, you may still exit the loan file and generate a document package successfully with your current input.

Why do packages print out numerous times?

There are a number of reasons why multiple copies of the package print. The file name may have been clicked more than once. The printer icon may have been clicked more than once.

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