The Closing Docs Submit button allows users to access the Submit to (Document Provider) DocMagic, or DocuPrep or IDS screen.
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: PDF 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.
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.
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.