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How To Set Client’s EAD Credentials

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

 

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

€ValueLink' 
Appraisal 
ORDER STATISTICS 
Home 
Orders 
AVM 
Reports 
Accounts 
apo 
Admin 
Today 
Orders Summary 
Created 
Assigned 
Reviewed 
Completed 
Cancelled 
Activities 
Search 
CLIENTS BY VOLUME 
Matthew Lender 
Switch To Teams Workboard 
Create New Order v 
Today 
Appraisal Orders Trend for Today 
1 ZAM 2AM 4AM SAM 
BAM 
1 OAM 12PM 
6PM 
8PM 
10PM 
2 
0 
0 
70

 

 

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

 

3. Click on the Client Name or use the Search Filters to locate the client for whom EAD credentials need to be entered. 

MANAGE CLIENTS 
Key," ord 
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 EAD 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 
Int rations 
Set EAD Credentials 
Set UCDP 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 and FHA Lender ID. 

SET THE EAD INFORMATION FOR THIS LENDER 
General Settings 
Business Unit Number (required) 
FHA Lender ID (required) 
Save EAD Information 
Cancel

 

6. Click on Save EAD Information. 

SET THE EAD INFORMATION FOR THIS LENDER 
General Settings 
Business Unit Number (required) 
FHA Lender ID (required) 
Save EAD Information 
Cancel

 

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