How To Automatically Submit Report to UCDP

You can set up auto report submission to UCDP by configuring it either on the wholesale lender profile or client profile. This configuration only auto submits to UCDP. 

1. To set up on wholesale lender profile, open their profile, Actions à Edit Lender Details.  

2. Scroll down to UCDP Settings section and enable Automatically Submit To UCDP. Select the investor for the report submission.  

 

You can select either of the auto submission events: 

1. a. Submit the report automatically to UCDP as soon as the vendor uploads the report on the order. 

2. b. Submit the report automatically to UCDP after the report has been accepted by the reviewer  

3. To set up on client profile, open their profile, Actions à Edit Client Details.  

  

4. Scroll down to UCDP Settings section and enable Automatically Submit To UCDP. Select the investor for the report submission.  

 

You can select either of the auto submission events: 

1. a. Submit the report automatically to UCDP as soon as the vendor uploads the report on the order. 

2. b. Submit the report automatically to UCDP after the report has been accepted by the reviewer

5. To set up on client’s branch profile, open the branch profile, Actions à Edit Client Details.  

 

  

6. Scroll down to EAD And UCDP Submission Settings section and enable Use Branch Settings for Auto EAD and UCDP Submission. Upon enabling this setting, branch configurations will apply on their orders. 

Enable Automatically Submit To UCDP. Select the investor for the report submission. 

 

You can select either of the auto submission events: 

1. a. Submit the report automatically to UCDP as soon as the vendor uploads the report on the order. 

2. b. Submit the report automatically to UCDP after the report has been accepted by the reviewer.  

Notes: 

1. System prefers wholesale lender configurations as the highest priority when a wholesale lender is available on the order. If the wholesale lender is not available and client’s branch on the order is configured to prefer their settings than they will apply. If branch setting is not configured, then client settings are preferred. 

2. Auto submission to UCDP only applies to Orders with no FHA Number.  

3. Prevent auto submission to UCDP by disabling it on the product using this setting Do not auto submit report to UCDP.