support@valuelinksoftware.com | (888) 587-0805 x.2

How To Set Client’s UCDP Credentials

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

 

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

ValueLink 
Home 
orders 
AVM 
Insights 
Accounts 
Admin 
Appraisal (1124) 
Open Orders 
1140 @ 
Order Trends 
Created 
Assigned 
Follow Ups 
305 
Reviewed 
Completed 
Active Revisions 
172 5) 
Pending Payment 
112 €9 
Top Valdors 
Vendors 
DEF Appraiser 
Flagged Orders 
90 
Order Statistics 
Rush Orders 
81 
0 
0 
o 
O 
Create New Order • 
Cancelled 
Activities 
Active Late 
Followup 
33 
Search 
BPO (0) 
Due Today 
Category 
Client 
Vendor 
Reviewer 
No orders were created during this time span 
143 
27 
22 
19 
19 
18 
18 
14 
0 
Past Due Date 
846 @ 
Order Comments 
Order 
648 
428 
384 
Test AScope AMC 
HW Valuations 
Test - Clarocity 
Test - ValuTrac AMC 
ProTeck Test Vendor 
Test - Clear Capital AMC 
ABC Appraiser 
109 
18 
20 
19 
18 
17 
16 
14 
12 
Other 
My 
Expired 
Reminders 
Texas Appraisal Management 13 
80b Acme 
10 
High Risk Orders A 
Unread Vendor SMS

 

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. 

 

5. Enter the client’s Business Unit NumberFannie 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

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk