Send XML and PDF via secure e-mail (Preferred)

DataCourier helps you avoid costly fines and privacy violations associated with sending unsecured MISMO XML reports as e-mail attachments.

Instead of simply attaching the report files to an e-mail, the message you deliver to your client contains links to the files which allow your client to securely download the files they need.  They're able to download the MISMO XML, as well as a standalone version of the PDF that's embedded in the XML file.

Once you've completed a report on the UAD version of the major form and you're ready to deliver the files via DataCourier, follow the instructions below to deliver your PDF and XML files via DataCourier:

  1. Click the drop-down arrow beside the Deliver to Client icon (  ) hover over Deliver with TOTAL Connect, and select XML+PDF via DataCourier.

    DataCourier Delivery

  2. An E&O check automatically runs, and if any errors are found, you have a couple of options:

    If No UAD errors are found, you are automatically taken to the TOTAL print engine where you select the pages to be delivered.

  3. When the print dialog appears, select the pages to be delivered and click Continue. This generates a PDF that is embedded in your XML file.
  4. TOTAL Connect runs a quick UARR review of your report before delivery.  If the UARR review finds any errors that are considered to be "critical," the Mercury Network Delivery Wizard notifies you.  Click Cancel to stop the delivery process and correct the error.  When the errors have been addressed, begin the delivery again.

    UARR Review

    If there are any errors or warnings:

  5. If there are no errors, or if you've reviewed the warnings and errors and determined that no changes are necessary, click Next to proceed.
  6. In the Delivery dialog, enter the information relevant to your delivery:

  7. When you've entered all the necessary delivery information, click Send to deliver the message.

What your client sees

Your client receives a notification similar to the image below in their Inbox.  Note that the PDF and XML files are not attached.  Instead, there is a link for retrieving them from a secure website - which is much more secure, and less likely to be blocked by a spam filter.

After clicking the View Appraisal link, the client is taken to a screen similar to the following.  From here, they can download the MISMO XML file and/or the PDF.  Even though the PDF information is embedded in the XML file, we're providing a separate link to just the PDF because many lenders and AMCs do not have tools to extract and view the PDF from the XML file.

That's it.  Your client has now securely downloaded the MISMO XML of the report.