How to Send a Secure Link

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.

NOTE:  The following SecureLinks are ready for use depending on where a customer is within their implementation rollout:

• “Complete My Application”
• "View My Needs List"
• “Sign Initial Disclosures”
• “Order Appraisal”
• “Confirm Receipt of Appraisal”
• "Miscellaneous Documents" 

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

A user is also able to send a SecureLink within the Personal page by clicking on Invite to Complete a Task Online. 

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.
• "View My Needs List" 
  
  • Used to send a link to your borrower to access their needs list after it has been created within the loan file. 
• “Sign Initial Disclosures”
  • Used to send a link to your borrowers to access the consumer site and sign their initial disclosure package.
• “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
• "Miscellaneous Documents" 
  • Used to send to the borrower a request to upload documents to the "My Documents to Review" section within their dashboard. 

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.