You can set up auto report submission to UCDP and EAD by configuring it on the either the Wholesale Lender profile or Client profile.
1. To set up on Wholesale Lender profile, open the lender profile, Actions à Edit Lender Details.
2. Scroll down to EAD & UCDP Settings section and enable Automatically Submit To EAD and UCDP.
3. To set up on Client profile, open the client profile, Actions à Edit Client Details.
4. Scroll down to EAD and UCDP Settings section and enable Automatically Submit To EAD and UCDP.
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 and UCDP Settings section and enable Automatically Submit To EAD and UCDP.
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 will apply on all orders with or without FHA Case Number
3. Auto submission to EAD only applies to Orders having valid FHA Number.
5. Prevent auto submission to UCDP by disabling it on the Product using this setting Do not auto submit report to UCDP
6. Prevent auto submission to EAD by disabling it on the Product using this setting Do not auto submit report to EAD.
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