Overview
The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.
Among these options, you will have the option to download the MISMO 3.4 data file.
After the borrower has completed the online loan application, you can download the file directly to your computer. With the MISMO 3.4 file saved to your computer, you can then import it to your LOS or lender portal following your provider's instructions.
How to Use
There are two different ways to download the 1003 to your computer, depending on where the borrower is in their loan process.
If the borrower is a prospect and is actively working on the application, navigate to your Prospects tab from your active loan pipeline. Click the down arrow towards the right hand side of the borrower's name:
You will then be prompted to choose which file you'd like to download. You will see an arrow in the 'XML' column that you can select:
If your borrower's application has already been converted to a live loan flow, there are a couple different ways you can download the loan application file.
In your loan pipeline, you'll see a down arrow towards the right hand side of the borrower's name:
You will then be prompted to choose which file you'd like to download. You will see an arrow in the 'XML' column that you can select:
You'll also find the application in either the Docs Pending Review tab or the Docs Accepted tab.
From your loan pipeline, locate the borrower's flow and click the red, yellow, or green buckets to get into the desired loan flow:
In the flow, locate the document 'Loan Application (1003)'. Select the down arrow towards the left hand side of the document name and description:
You will then be prompted to choose which file type you'd like to download. You will see an arrow in the 'XML' column that you can select:
Note: If you receive a message that your computer cannot find the correct application to open the file try right-clicking the download icon instead and then select 'Save Link As'. Your computer is trying to open the file which can only be read by an LOS. This will allow you to save to your computer directly.
My file is in Home and not in prospects. I need to upload 3.2 Can you help me please
I cannot get 3.2 to save. I have tried as instructed but I keep getting this message: For some reason it is automatically trying to have adobe open it???? So frustrating.
I am having issues downloading the fnm format to upload into my los. the file is downloading as a web link.
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