How to Send a Secure Link

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A user can select to send a secure link to their ONLINE borrowers when they need the borrower to complete certain activities. Should the user try to send a secure link to an OFFLINE borrower, they will receive an error message.

 

NOTEAs of Today the following Secure Links are ready for use:

  • “Complete My Application”
  • “Sign Initial Disclosures”
  • “Upload Documents”
  • “Order Appraisal”
  • “Confirm Receipt of Appraisal”


To send a Secure Link, hover over the LOAN icon at the top of the page and click Send a SecureLink

A modal window will open.  The borrower’s email address will appear in the To: section and the LO’s email will be in CC:  Click on the arrow next to Select Type of SecureLink to Send and select the link you want to use.

  • "Complete My Application”
    • Used to send a link to your borrower to access their application in the consumer site and continue to complete it.
  • “Sign Initial Disclosures”
    • Used to send a link to your borrowers to access the consumer site and sign their initial disclosure package.
  • “Upload Documents”
    • Used to send a link to your borrower to access the consumer site and upload requested documents. NOTE:  This link may only be used AFTER a borrower has signed their initial disclosures
  • “Order Appraisal”
    • Used to send a link to your borrower to access the consumer site and order an appraisal.
    • NOTE: This link may only be used AFTER a borrower has signed their initial disclosures and there is an Intent to Proceed date in iMP
  • “Confirm Receipt of Appraisal”
    • Used to send a link to the borrower, where they can then click on “View My Appraisal” within the message to access the Consumer Site and confirm receipt of the appraisal report.
    1. Select “Documents” from the LOAN Mega Menu.
    2. In the Documents section, open the “Property” folder. Here, you must confirm the “Borrower Viewable” checkbox has been marked before you can send this SecureLink. Then click “Save”.
    3. Once you’ve completed step 1 & 2, you will be able to send the “Confirm Receipt of Appraisal” link.

When the borrower receives the email, they click on “View My Appraisal” to access the Consumer Site to confirm receipt of the appraisal report.


Once the secure link has been selected, the body of the message will auto populate with a default message.  The LO may edit this message prior to sending to the borrower.  When done editing, click “Send”.  The LO is cc’d so he/she will also receive a copy of the email.

 

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