All conditions on a loan file must be submitted through the Broker Portal.

       1       

Select Loan Processing to open the menu, then Loan Conditions.

       2       

The Loan Conditions screen will group the conditions for approval into 3 sections:

Prior to Documents, Prior to Approval, and Prior to Funding.

Conditions are listed with a Status, the Responsible Party, and the Date Satisfied.

       3      

Click the green up arrow  under Upload for the condition to be satisfied.

       4      

The Document Upload window will open.

·         Select the Category and Doc Type from the dropdown lists.

·         The Description will auto-populate for that condition.

·         Click the Browse button to locate the document on your computer and click Upload.

     5       

A pop up will confirm the documents were uploaded successfully. Click OK.

      6       

A paper clip will appear in the Attachments column with the number of documents associated to that condition. Upload and attach all of the conditions for the underwriter to review. 

Helpful Tip:  To attach a note to the documentation, click the Note Icon for that condition, type in the message, and click Save.

       7      

After all documents are uploaded, click the Submit for Review button at the bottom of the screen.

Note: Uncheck the submit checkbox if the condition is not ready to be reviewed by the Underwriter.

       8       

Double check that all the uploaded documents are listed in the pop up window, and click OK.

Another pop up will confirm that documents have been sent for further underwriting review.