EDM Document Upload - Mortgage

Please login to access this content

EDM Document Upload – Mortgage Important Info & Procedure

  1. All transaction related documents forwarded to processing team, will only be handled after received via EDM Document Upload. 
  2. All documents to be legible in PDF format only. Photographic version is not acceptable.
  3.  Individual file to be sorted and uploaded under the predetermined file name, and category listed on the request.
  4. 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. 
  5. Processing team will not handle documents forwarded via any other channel such as email, fax, or hand delivery etc. 
  6. Documents provided by 3rd parties, including escrow, title or HOA etc., must be uploaded by loan originator after reviewed and approved.