Review Loans
When more than one loan is being delivered, a Review Loans button displays in the Add Submission Details section of the Deliver Loans window.
Click the button to open the Review Loans window where you can view a list of loans being delivered.
The number of loans being delivered is listed at the top of the window next to the window name, A Stacking Template dropdown list enables you to select a stacking template to apply to the loans. Columns display the following information for each loan:
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Status
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Loan number
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Borrower name
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Loan Amount
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Subject Property Address
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Stacking Template
The Status column displays icons that indicate the status of documents in the delivery. Click an icon to open the Review Documents window:
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Green Check Mark
– No missing documents. -
Yellow Exclamation Point
– Missing optional documents -
Red Exclamation Point
- Missing required documents
To remove a loan from the delivery, click the Ellipse icon to the right of the loan, and then click the Delete icon.
