EDM Document Upload - Mortgage
EDM Document Upload – Mortgage Important Info & Procedure
- All transaction-related documents forwarded to the processing team will only be handled after received via EDM Document Upload.
- All documents are to be legible in PDF format only. A photographic version is not acceptable.
- Individual files are to be sorted and uploaded under the predetermined file name, and category listed on the request.
- Due to automation processing by Electronic Document Management (EDM) system, incorrect file distribution may occur if file name and category requirements were not followed accordingly.
- The processing team will not handle documents forwarded via any other channel such as email, fax, hand delivery, etc.
- Documents provided by 3rd parties, including escrow, title or HOA, etc., must be uploaded by the Loan Originator after being reviewed and approved.