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How To Set Client’s UCDP Credentials

You can set up your client’s UCDP credentials in the system so that you can submit them to the UCDP on their behalf. To set the client’s UCDP credentials, follow the steps below: 

 

1. Click on Admin at the top of the Dashboard. 

€ValueLink' Appraisal ORDER STATISTICS Home Orders AVM 933 Reports Accounts apo Admin Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities Search CLIENTS BY VOLUME Switch To Teams Workboard Create New Order v Today No orders were created during this time span ORDERS BY STATUSES Cancelled By Vendor Partially paid Being Typed One Stop Status Unassigned QUICK STATS Open Orders Due Today To Clients Due Today From Vendors Past Due - Client Due Date Past Due - Vendor Due Date 0 0 0 0 0 51 1581 2 1153 1078 No orders were created during this time span ORDERS WITH UNREAD COMMENTS Comments Category Client Comments Vendor Comments Reviewer Comments Other Comments Orders 1094 436 7 246

 

2. Click on Clients on the left side menu to access the Manage Clients screen. 

 

3. Click on the client name or use the search filters to locate the client for whom UCDP credentials need to be entered. 

MANAGE CLIENTS Keyword Matthew Apply Filter Client Matthew Lender Hide Filter = Actions State Reset Form Client Type Phone (251) 888-gggg (251) 888-gggg Status Show records per page 25 Result: 1 item(s) found Ö Client Type Mortgage Lender FL 33109 Email matthewwaluelink@gmail.com Status Active rive Fisher Island,

 

4. Click on Actions and then Set UCDP Credentials. MANAGE CLIENT INFORMATION: MATTHEW LENDER Client Details Client Name Client Display Name Client Type Fax Phone Email Primary Contact Name Primary Contact Email Secondary Contact Name Secondary Contact Email Physical Address Matthew Lender M's Lender Co. Mortgage Lender N/A (251) 888-gggg matthevwaluelink@gmail.com N/A N/A N/A N/A General Edit Client Details Manage Products Manage Wholesale Lenders Manage Investors Manage Email Alerts Manage Staff Assignment Report Delivery Options Non Appraisal Product Settings Manage Reports View Client Event Log Delete Client Customize Terms & Templates Set Engagement Instructions Set Client Order Instructions Compliance Certificate Settings State = Actions Integrations Set EAD Credentials Set LICOP Credentials Set FNMA Credentials for PDC Portal Manage Automated Notifications Manage Fee & Turn Times Manage State Fee Table Manage County Fee Table Manage AVM Billing Rates Manage AVM Billing Rates Address City Zip Code One Fisher Island Drive ( Map ) Fisher Island 331 og

 

5. Enter the client’s Business Unit Number, Fannie Mae Seller Number (with an optional Branch Identifier), and Freddie Mac Seller Number (with an optional Branch Identifier). 

SET THE UCDP INFORMATION FOR THIS LENDER General Settings Business Unit Number (required) Fannie Mae Information Fannie Mae Seller Number Fannie Mae Branch Identifier Freddie Mac Information Freddie Mac Seller Number Freddie Mac Branch Identifier Save UCDP Information Cancel

 

6. Click on Save UCDP Information 

SET THE UCDP INFORMATION FOR THIS LENDER General Settings Business Unit Number (required) Fannie Mae Information Fannie Mae Seller Number Fannie Mae Branch Identifier Freddie Mac Information Freddie Mac Seller Number Freddie Mac Branch Identifier Save UCDP Information Cancel

 

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