Loan Conditions transfer to DocMagic as part of the Closing process.
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 checked.
2. Navigate to Banker > Underwriting > Underwriting Decision and be sure the Underwriting Decision dropdown is set to Approved.
3. Navigate to Banker > Conditions > Loan Conditions utilize the different options to create your Loan Conditions.
4. Submit to DocMagic as normal.
Note: Conditions appear on a document called Specific Closing Instructions.
Note:
- Conditions will print under CONDITIONS TO BE SATISFIED PRIOR TO DISBURSEMENT OF LOAN PROCEEDS
- and continued under ADDENDUM TO CLOSING INSTRUCTIONS.
