8100 Importing External Loan files into Zenly

Importing Loan Files

Use the New File drop-down button to import files using Fannie Mae 3.2/MISMO 3.4 loan files or batch importing multiple files at once.
To import loan files:


1.    Select New File.
2.    Select New Loan.

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3.    Select the Import option.

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4.    Click Select Files

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5.    Browse the stored FNM/XML file. 

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6.    Highlight the file.
7.    Click Open.

 


Drag & Drop Import
Use the drag-and-drop import feature to easily transfer FNM/XML files to Zenly. This method eliminates the need to manually browse for the file(s).


1.    Access the Zenly Main Page.

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2.    Browse to the stored FNM and/or XML files.
3.    Select the files.
4.    Drag the files to Leads/Loans table.

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5.    Click Store.

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6.    Click Close when import is complete.