Adding Identifying Documentation

The user can add identifying documentation for the borrower/co-borrower.

To add identifying documents:

1. In the LOANS tab, select Application > Borrower.

The Identifying Documentation section is located below the Ethnicity, Gender, and Race.

2. In the Identifying Documentation section, click the Add button.

3. Select the Type of identifying documentation that will be added to the borrower’s loan file.

4. If the Other Type was selected, enter an Other Description.

5. Add an Agency.

6. Enter a Document Number.

7. Select the Calendar icon to add an Issued date.

8. Select the Calendar icon to add an expiration (Expires) date.

9. Select the Governing Entity drop down menu and select the desired option.

10. If the Other entity option was selected, enter a Other Description.

11. Select a State/Province.

12. Select a Country.

13. If needed, enter a Discrepancy and Resolution.

14. Click Save & New to add additional identifying documentation or click Save & Close to exit the dialog .

15. Click on the Save button at the top of the screen.

16. If needed, repeat these steps for the co-borrower.

Editing Identifying Documentation

Follow the steps below to edit any changes in the this section.

1. In the LOANS tab, select Application > Borrower.

The Identifying Documentation section is located below the Ethnicity, Gender, and Race.

2. Select the desired documentation.

3. Update any desired information in the Add Identifying Documentation dialog.

4. Click Save & Close.
5. C lick on the Save button at the top of the screen.

Deleting Identifying Documentation

Use the following steps to delete an undesired document.

1. In the LOANS tab, select Application > Borrower.

The Identifying Documentation section is located below the Ethnicity, Gender, and Race.

2. Select the Delete icon associated with the undesired documentation.

3. Click Delete button in the Delete Confirmation dialog.

4. C lick on the Save button at the top of the screen.