Mortgage XSites Delivery

If you own a Mortgage XSite, you can place any SureDocs into one of your loan application files. To upload a file to your XSite and make it part of an existing loan application file:

1. Click the drop-down arrow beside the Deliver button in the toolbar and choose To Mortgage XSite Loan Folder.
2. From the drop-down menu that appears, select the client name for the loan application to which you want to attach the document.
   
   
   
3. In the lower text box, enter a description of the new document.
4. To notify your client that there is a new document attached to the online application, check the Send e-mail box. You’re then also given the option of sending along a special “signature page” for the customer to sign and fax back to your XSite.
5. Click OK to create your document and upload it to your XSite.
   

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