Additional Tab for Account Managers

The Additional tab on the Manage Loan screen displays additional information about a loan, such as appraisal information and government data, and can also be used to modify the information.

The Additional tab includes the following sections.

OpenAppraisal Information and Project Detail

The Appraisal Information and Project Detail section displays information about the property appraisal, such as the appraisal company, appraisal date, and the rental value for each unit.

To modify appraisal and project detail information, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

Click the  (Import Appraisal XML) icon to import an appraisal XML file. On the window that displays, you can either drag and drop the file onto the window or click the Select file from your computer link to display your computer's file browser, where you can select the file to upload. Once the file is selected, click the Import button to import the file.

OpenFlood Certificate Detail

The Flood Certificate Detail section is used to display information about the property's flood certificate, such as the certificate number, company that provided the flood certificate, and the contract type.

To modify flood certificate information, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

OpenGeneral Tracking

The General Tracking section displays general information that can be used to track the loan, such as the associated campaign, origination type, and number of days of interest.

To modify general tracking information, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

OpenGovernment Data

The Government Data section displays information related to government initiatives that are applicable to the loan, such as the refinance type, whether the home is energy efficient, and income details for the borrower and the borrower's spouse.

To modify the government data information, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

OpenHazard Insurance Detail

The Hazard Insurance Detail section displays details about the property's hazard insurance, such as the policy number, coverage amount, and paid through date.

To modify the hazard insurance details, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

OpenHigh Cost And Qualified Mortgage Detail

The High Cost And Qualified Mortgage Detail section displays information about mortgage qualifications for the loan, such as the associated exemption program, the GSE type, and the pre-discounted rate.

To modify the details in this section, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

OpenHMDA

The HMDA section displays information regarding the Home Mortgage Disclosure Act (HMDA) applicable to the loan, such as the pre-approval type, action date, and the purpose of the loan.

To modify HMDA details, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

OpenMortgage Insurance Detail

The Mortgage Insurance Detail section displays information about the property's mortgage insurance, such as the duration, the premium payment type, and the scheduled amortization date.

To modify the mortgage insurance details, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

OpenPrior Liens

The Prior Liens section displays details about prior liens on the loan, such as the lender name, term, and interest rate.

Note: This section displays based on the status of the loan or the type of loan.

To modify information about the prior liens, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

OpenReal Estate Agents

The Real Estate Agents section displays information about the buying and selling real estate agents involved in the loan, such as the email addresses, addresses, and point of contacts for each real estate company.

Note: This section displays based on the status of the loan or the type of loan.

To modify information about the buying or selling real estate party, click the corresponding Manage button. On the window that displays, modify the entries in each field on the General Information tab and the Additional Information tab as needed, and then click the Save Changes button at the top of the window.

OpenSellers

The Sellers section displays information about the selling party involved in the loan, such as the name of the seller, the seller's phone number, and the seller's address.

Note: This section displays based on the status of the loan or the type of loan.

Click the seller's phone number to call the number using your default voice program, or click the  (Call with Dialpad) icon to call the number using Dialpad. You can also click the seller's address to display the location using Google Maps in a separate browser tab.

To modify information about the seller, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed. To add a new seller, click the Add New Seller button. Then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.

OpenUnderwriting

The Underwriting section displays information related to the underwriting process for the loan, such as the AUS type, reserve amount, and sales concession amount.

To modify information about the underwriting process, click the  (Edit) icon. On the window that displays, modify the entries in each field as needed, and then click the Save Changes button at the top of the screen to save your changes. You can click the Loan Summary button in the top left corner of the screen to reference the general loan information that displays at the top of the Manage Loan screen.