EDM Document Upload - Mortgage
EDM Document Upload – Mortgage Important Info & Procedure
- All transaction related documents forwarded to processing team, will only be handled after received via EDM Document Upload.
- All documents to be legible in PDF format only. Photographic version is not acceptable.
- Individual file 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.
- Processing team will not handle documents forwarded via any other channel such as email, fax, or hand delivery etc.
- Documents provided by 3rd parties, including escrow, title or HOA etc., must be uploaded by loan originator after reviewed and approved.