The Pre-Closing Package submission is available with DocMagic and IDS document integrations. This link allows DocMagic and / or IDS clients to order a Pre-Closing Package. User may choose to use this package as a "slimmed down" version of the initial disclosure package. The core documents that are included in the Pre-Closing Package can be adjusted to meet individual client's needs. To add or change documents that are found in this package please contact your representative at DocMagic or IDS.
DocMagic Pre-Closing Package Specifics
With the applicable user rights, users are allowed to submit and view the DocMagic Pre- Closing Packages. To order a DocMagic Pre Closing Package, select a loan, click the edit pencil from the left hand navigation and choose the following options.
Based on the user rights selected, options to eDisclose, click sign, and Mail to Borrower will appear to allow selection of delivery method.
IDS Pre-Closing Package Specifics
With the applicable user rights, users are allowed to submit and view the IDS Pre-Closing Packages. To order an IDS Pre-Closing Package, select a loan, click the edit pencil from the left hand navigation and choose the following options.
Based on the user rights selected, options to eDisclose, Mail to Borrower, and Self Disclose will appear to allow selection of delivery method.
Submission Process for both DocMagic and IDS
If there are any fields that are missing from the system that are required for the Pre-Closing Package, users will see the screen below. Each filed that is missing will display on a separate line. To quickly jump to the missing field, click on the blue field name.
Note: In order to return to this summary of missing items once in the application, click Submit button at the bottom the page.
When all of the required fields have been filled out, users will be returned to the pipeline. Pre-Closing Packages take a few seconds to return to the system. Users may click on the view icon for the loan to refresh the submission. When the package has been returned to the system a view icon will appear on the same line from which the package was ordered from.
Additional Information
If additional instructions need to be sent to the doc prep company, users may click on the blue Additional Data link. This action will open a need screen where users may enter additional instructional information to be sent to the doc prep company.
If more than 5 lines are needed, users may click "Add More" and additional line items will be added and available to edit.