DocMagic: Initial Disclosure in Point

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1. Go to the Fees Worksheet.  Verify on the top left of the Fees Worksheet, that the Freeze fees on the Loan Estimate with disclosed loan amount checkbox is not checked.


2. Verify on the top right of the Fees Worksheet, that the appropriate Loan Estimate checkbox is checked.  Standard for Purchase and Alternative for Refinance.


3. Services > Initial Disclosures > Select Product.


4. Select Update Products and then Click the Investor [+] to open list of Products.


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5. Select the most appropriate Product for the Loan and click Select Product.

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Note: Once product is selected, above menu will disappear.  Proceed to Step 6.

6. ServicesInitial Disclosures > Request Initial Disclosures.


7. Select the Package from the Disclosure Package Type dropdown and click Submit.  For Request Type, if Audit is your only option, then click Submit to get started.


Note: Login Screen will appear.  Click OK.


8. The Audit Results tab will appear by default and the menu will show Fatal and Warning errors.  Click the Order Docs button to proceed to order Initial Disclosures

Note: It is not recommended to proceed before fixing Fatal errors.  To fix errors before proceeding, click the IconXat the top right.  Once errors are fixed, Resubmit and proceed to step 9.


9. Upon clicking the Orders Docs button above, the Initial Disclosures Request menu will reappear.  Click Submit to proceed.


Note: Login Screen will appear.  Click OK.


10. The Audit Feedback Menu now has a View Docs button available to click.


11. Click View/Print to view all documents as 1 large PDF. Click Unmark All to choose individual documents. 

Note: All documents are imported individually into Document Management.