To submit for closing documents from the doc provider users will use the Submission task. The Submission task will list any outstanding information in red at the top of the screen (if applicable).
The Document Engine will list which DocProvider a user is using.
Request Type allows users to select Audit only or Complete Package, depending on user permissions.
Select the language. Be sure that these languages are set with the DocProvider in order for the information to flow correctly.
The Alt Lender Code is used if a user wants a different address to appear in closing docs. Alt Lender Codes will come from DocMagic. This field is not used by any other document provider.
To email the package to a closing agent mark the Email To Closing Agents box and a section will expand. Here the user will input the Password for WebPickup and the Password Hint. Once these have been input, type the email address into the Email Address 1 box. For the ability to send to additional email addresses click Add Email + at the bottom right of the screen. There can be ten emails total.
DocMagic Users:
The Loan Number and Borrower Name will automatically populate based on information previously entered on the Forms & Docs > 1003.
Document Type will automatically populate based on the document screen selected by the users under Doc Packages (Closing Docs.)
Language can be selected from the Language drop-down list providing the options: English, Chinese, Korean, Spanish, Tagalog, and Vietnamese. If any language is selected that is not within the Financial Institutions contract will not populate documents in that language and will default to the language within the contract/agreement.
Request Type can be selected, with the appropriate permissions given, from the Request Type drop-down list providing the options: Complete Package or Audit Only. If the option Audit Only is selected, then the next three options will be disabled and the request ready for submission.
Document Format can be selected, with the appropriate permissions given, from the Document Format drop-down list providing the options: PFD and DocBlock.
Plane Code can be selected, with the appropriate permissions given, from the Plan Code drop-down list providing the entire available plan codes setup with DocMagic. The Plan Code will default to the plan code tied to the product selected for the loan file however if a new plan code is selected from the Plan Code drop-down list, it will override the defaulted plan code.
Upload PDF to DocBlock allows users to upload a PDF document to DocBlock for editing. To upload a PDF to DocBlock, users will click on the link Upload PDF To DocBlock and will be redirected to the Upload File to Closing Documents screen. Users will browse out and locate the document for upload and click the Upload button or the Cancel button to cancel the request to Upload PDF to DocBlock.
The Submit button, if clicked, allows users to submit their request for closing documents to the document provider.
The Cancel button, if clicked, will cancel close out the Submit to DocMagic screen and redirect the user to the Loan Dashboard.
DocuPrep Users:
The Loan Number and Borrower Name will automatically populate based on information previously entered on the Forms & Docs > 1003.
Document Type will automatically populate based on the document screen selected by the users under Doc Packages (Closing Docs.)
Document Type will automatically populate based on the document screen selected by the users under Doc Packages (Closing Docs.)
The Submit button, if clicked, allows users to submit their request for closing documents to the document provider.
The Cancel button, if clicked, will cancel close out the Submit to DocuPrep screen and redirect the user to the Loan Dashboard.
IDS Users:
The Loan Number and Borrower Name will automatically populate based on information previously entered on the Forms & Docs > 1003.
Document Type will automatically populate based on the document screen selected by the users under Doc Packages (Closing Docs.)
Document Type will automatically populate based on the document screen selected by the users under Doc Packages (Closing Docs.)
Email to Closing Agents check box, if marked, allows users to have the closing documents emailed directly to the closing agents on the loan file. Users have the ability to enter a password hint and password for Web Pickup along with ten email addresses.
Tip: If a user enters a closing agent’s email address into the Email to Closing Agents field, the email address entered will remain there on all applications entered for that user. For the field to be cleared, users must delete the email address after using it.
The Submit button, if clicked, allows users to submit their request for closing documents to the document provider.
The Cancel button, if clicked, will cancel close out the Submit to IDS screen and redirect the user to the Loan Dashboard.