Send XML and PDF via secure email (Preferred)
DataCourier helps you avoid costly fines and privacy violations associated with sending unsecured MISMO XML reports as email attachments.
Instead of simply attaching the report files to an email, 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:
Click the drop‑down arrow beside the Deliver to Client icon hover over Deliver with Titan Reports Connect, and select XML+PDF via DataCourier.
An E&O check automatically runs, and if any errors are found, you have a couple of options:
Yes, correct UAD error. The E&O view shows details about the errors that were found - UAD and otherwise. Note that you can double click an error description and jump to the field in the form to correct it. The Details option shows a more narrative description of any fields that are in error, and the Client Instructions option allows you to write notes that are transmitted with the XML and are viewable by the client.
Continue. This means you're okay with any errors that were found and/or have explained why it was necessary to leave these errors in appraisal. If you're leaving any UAD errors, you can expect to explain your reasons to your client when they submit the report to UCDP, because they receive a report of any errors when uploading.
If No UAD errors are found, you're automatically taken to the Titan Reports print engine where you select the pages to be delivered.
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.
Titan Reports 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.
If there are any errors or warnings:
Click View PDF to review a PDF copy of your report and compare it against the UARR Results.
Click UARR Review to open a separate window and view the UARR Review Results alongside the forms in your report. Click any error or warning in the Review Viewer to jump to that field in the form.
Click Print to print the list of errors and warnings.
If you find a problem that needs to be corrected, click Cancel to exit the delivery wizard. Then, correct the report as needed and begin the delivery process again.
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.
In the Delivery dialog, enter the information relevant to your delivery:
Enter the recipient's address in the To field. Enter multiple email addresses by separating them with a semicolon (;).
Enter a subject for your message, or use the dropdown for the Subject field to auto‑populate it with information from your report. Customize the subject line using the drop‑down list to choose other fields from the report.
Type the body of your message as you want it to appear in the email message that is sent.
Click Preview PDF to view the completed appraisal that the client is receiving.
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. Once your client clicks the View Appraisal link in the email, a notification is sent to you to let you know that the client has viewed the report.
