Importing/Exporting Loan Apps |
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XSites Desktop, like your XSite's online loan management system, gives you the ability to easily port loans from your XSite into your LOS of choice. Given the popularity of Calyx Point, we do, of course, offer specialized integration to Calyx Point users, but regardless of your LOS system, you can still push loans out to your LOS or add loans to your XSite from your LOS using Fannie Mae's industry standard Desktop Originator/Desktop Underwriter file format.
Importing Loan Apps |
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If you start a loan app in your LOS and you want to add it to your XSite so that you can manage the customer's status and overall experience through your XSite's customer interaction tools, you can export it from your LOS and then import it directly into your XSite through the loan apps plugin in your XSites Desktop. To do so...
- You first need to export the loan file from your LOS. If you're using Calyx Point as your LOS, there's no need to export the file as XSites Desktop can import Calyx Point loan files directly. For other LOS's this process varies, but, in general, you need to export the file as a Fannie Mae DO/DU 3.2 file format. In many LOS systems, you can find the tools you need to export your loan file in the File menu of the program. For specific details on this process, consult your LOS manufacturer's user guide.
- Once you have a Fannie Mae DO/DU (or Calyx Point format) file to import,
from XSites Desktop click the loan file icon
and click
Import from the menu.
- In the screen that appears, browse out to your Fannie Mae DO/DU or Calyx Point file, click to select it, and then click Open.
XSites Desktop immediately imports the file and sends it up to your XSite for additional management.
Exporting Loan Apps Manually |
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To manually export an XSite loan file to your LOS...
- From XSites Desktop's loan management tools, click a loan file you want to export.
- Then, click the loan file icon and select Export
form the menu.
- In the window that appears, browse out to the folder where you wish to save your file and type a name for your file into the File Name field.
- If you're using Calyx Point, you can save your exported file directly in
Point's own BRW (Borrower) or PRS (Prospect) file format. Just select the
Calyx Point file format from the Save as
Type menu. Otherwise, if you're using another LOS, simply verify that
Fannie Mae DO/DU is selected as the file type.
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Hint: For details on importing Fannie Mae DO/DU files into your LOS, see our Tech Doc on the matter at http://help.alamode.com/docs/los/. | ||
Printing Loan Apps |
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If you simply need to print a loan application in XSites Desktop, you can easily do so.
- From XSites Desktop's loan management
tools, click to select a loan file you want to print and then click the
loan file icon .
- From the menu that appears, click Print.
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