Importing Loan Files

Use the New Loan drop-down button to import files using Fannie Mae 3.2/MISMO 3.4 loan files or batch importing multiple files at once.

To import loan files:

  1. Select New File.

  2. Select New Loan.

  1. Select the Import option.

  2. Click Select Files.

  1. Browse to the stored FNM/XML file.
  2. Highlight the file.

  3. Click Open.

Drag & Drop Import

Use the drag and drop import feature to drag FNM/XML files to Zenly instead of browsing to the file(s).

  1. Access the Zenly Main Page.
  2. Browse to the stored FNM and/or XML files.
  3. Select the files.
  4. Drag the files to Leads/Loans table.
  5. Click Import.
  6. Click Close when import is complete.

 

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