BundleOne Manual.indd
Contents
1. the link for Request a New Vendor in your file and select Request New Vendor Complete the form with the vendor s information Fraud Detection and press En Home Insurance Signing Services Title We will then contact your new vendor and request that they sign the platform agreement in J Request new vendor order to be added to the system Vendor Directory Once they have been integrated we will notify you so that you can begin ordering your vendor s services right from inside your er rem nara many ema Fak MortgageDashboard E a mm a ee ee eee Vendor Contact information Balti www MortgageDashhoartl com MortgageDashboard is a registered trademark All other brands and product names are trademarks of their respective holders 1 Click on j i Appraisal inside of your file A Compliance 2 Select the service you would like to order Credit Repair 3 Click the Order button for the service Escrow 4 Choose a provider from the drop down menu select a product and fill out the form STATUS OF APPRAISAL ORDERS 5 Click the Order button at the top of the screen Order ID Order Date Vendor Hame 170540 199204 ITOSID_199A202 279 007 Wwecenirk Appraisal Test 170510 ae tr Vurcenine Appraisal Test esk Diem Fr LH Tr ar Vurcenirc Appraisal Test Desk Besen After ordering a service it will Ta EAN EAU OEE a Dude Rae appear on the status page2. Dashboard Nerasaslwahboen Lipan Office ipa _ Frant end Debt Rachie E how Calculator Baik rad Dirba Ratio 1 Jarep Ta f LONA Prini Wia z ie EEE thw w AFM Tyga IF Cars gt l 606 Tolle Amane one TE zen mt nent domen al Chee rer an 0 66 ay nt Babee Paral E Joa O hirii ana mia Euren alien erary Asa SETZE C eee Ten Bali Habs ee che i per ee O eee mg a a A Inn hinnan l ms Pimi Vielen Liia Karl CA gees be Terre L al Boring Lan Purpose of Refinanca com Dori oltre TOILE WRL Et Ao ESTATE WILE BE HIED H Hansar in l Tiia wa bg heii En el ew hakid in 2 Fi apa ee N ee Sale Tele Tree se Erare of dyan present F pihen Lemah Eqereion Cih f ll With BundleOne you can e Customize the platform with access to your favorite vendors e Select a vendor that is already provided or request a new one e Order and manage your services easily in a single area e See who ordered a service and view its status no matter which user role you play e Have your appraisers and title companies upload the final product right into your file s BundleOne e Cut down the time and cost to close a loan by no longer depending on outside networks faxing and e mails www MortgageDashhoard com 2 There are two ways to add a new vendor in MortgageDashboard 1 From the Settings section of your user account go to Renae and select
3. Once ONE TEE the vendor has updated the order in EET mea 170510 1734200 5162007 VYueceninc Apasal Test LURAR 1004 10510 LIFA AEF ui Appia Teal LURAR 1004 1705100 17A 300 Vurconinc Appraisal Test their service area you will be able to see their comments status items and the finished product Order an Appr rasal Once a vendor uploads a file to BundleOne you may send the file to your e Briefcase by selecting for the file a MortgageDashboard is a registered trademark All other brands and product names are trademarks of their respective holders Underwriting Genter Automated Underwriting To submit for automated underwriting select Umderwritine on the left while inside of a file Select an investor from the drop down menu and press Submit When you select Submit your file is automatically exported to the investor you chose in the drop down Automated Underwriting Center Choose an Investor Countrywide CLOUT ectly to the selected investor Submit Lender s Portal To access the Lender s Portal select Underwriting on the left while inside of a file To export the file in FannieMae 3 2 format select Export To manually submit the exported file to an investor via their Web site select the investor from the drop down menu and click Open Website The Web site will open inside of MortgageDashboard Please note Selecting th
4. e Export button under Export this file in FannieMae3 2 format does not submit it automatically to the investor you choose in the drop down on the left You must first export it then open the Web site for your chosen investor using the button on the left and then submit it to the site Lender s Portal Choose an Investor Export this fi Fifth Third v Export FannieMae 3 2 format www MortgageDashhoard com MortgageDashboard is a registered trademark All other brands and product names are trademarks of their respective holders
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