Doc Packages > Initial Disclosures - IDS
Once the 1003, GFE, and TIL have been completed, select Doc Packages > Initial Disclosure – IDS. The Loan Number and Borrower Name will appear at the top of the screen for confirmation. Document Type will display Initial Disclosure.
eDisclosure sends an email to the borrower with a link where they can access their initial documents online, when enabled with IDS.
To ensure that accurate LOS data is sent to IDS, users must mark the Self-Disclosed check box when ordering a document package to view and print in person.
Click Submit to send the request for the initial disclosure package to IDS. The display is returned to the Loan Dashboard. Doc Packages > Initial Disclosure – IDS will be disabled and a spinning icon displays to the right of the screen name. This indicates that the request is being processed and prepared by IDS.
Once the initial disclosure package has been returned, a view icon (paper with a spyglass) will appear.
To view the document package, click on the view icon. A new window will open with two tabs across the top of the screen. The Initial Disclosures (PDF) tab will display the initial package in a new window, PDF format.
The Audit tab will display potential discrepancies regarding the loan data.
IDS – eDisclosure
IDS – Mail Out to Borrower
IDS – Order Initial Disclosures
IDS – Self Disclosed
IDS – View Initial Disclosures
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