EDM Document Upload - Mortgage

DateSubject PropertyAgent Name
DateSubject PropertyAgent Name

Important Info & Procedure

  1. All transaction related documents forwarded to processing team, will only be handled after received via EDM Document Upload. 
  2. All document to be legible in PDF format only. Photographic version is not acceptable.
  3.  Individual file to be sorted and uploaded under the predetermined file name, and category listed on the request.
  4. Due to automation processing by Electronic Document Management (EDM) system, incorrect file distribution may occur if file name and category requirements were not followed accordingly. 
  5. Processing team will not handle document forwarded via any other channel such as email, fax, or hand delivery etc. 
  6. Documents provided by 3rd parties, including escrow, title or HOA etc., must be uploaded by loan originator after reviewed and approved.