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Adding a Lender to a File

Adding Lenders to a File When you want to select a specific lender while originating your file: Open the file Select Assignments/Tracking – Parties Add

Importing External Loan Files

Importing external loan files into your PreApp 1003 account. If you have files that you are currently working on in a different system, you can

Sending Disclosure Forms

Disclosure Forms must be added to a “Disclosure Envelope” before they can be sent to the borrowers. Users can quickly send disclosures forms to clients