How To Automatically Submit Report to EAD

You can set up auto report submission to EAD by configuring it on the either the Wholesale Lender profile or Client profile. This configuration only auto submits to EAD.

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

 

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

 

You can select either of the auto submission events: 

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

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

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

  

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

 

You can select either of the auto submission events: 

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

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

5. To set up on Client 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 Branch orders. 

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

 

You can select either of the auto submission events: 

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

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

3.  

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 EAD only applies to Orders having valid FHA Number.  

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