Send XML and PDF via secure e-mail
DataCourier helps you avoid costly fines and trust-destroying 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 will contain links to the files which allow your client to securely download the files they need. They'll be 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, you're ready to deliver the files via DataCourier. Here's how it works:
If there are any errors or warnings:
What your client sees
Your client will get a notification similar to the following in their Inbox. Note that the PDF and XML files are not attached. Instead, there is a link for retrieving them - which is much more secure, and less likely to be blocked by a spam filter.
After clicking the View Appraisal link, the client will then see a screen similar to the following. From here, you can download the MISMO 2.6 compliant 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.