Step 4: Ordering Docs or Submitting for Purchase Review

Getting Started

Introduction to Non-Delegated Loans
Step 1: Registering Your Loan
Step 2: Submitting Your Loan
Step 3: Requesting Underwriting Condition Review
Step 4: Ordering Docs or Submitting for Purchase Review
Step 5: Requesting Suspense Condition Review
Key Tasks: Uploading Docs, Resolving Tasks

The Process

Drawing the Docs

You have two options for drawing docs: request JMAC to draw your loan docs or draw your own loan docs. Choose either Option A or Option B listed below.

Option A: Requesting Docs from JMAC

When your loan is Clear to Close, you can begin the doc ordering process by uploading the following documents under the Non-Delegated Correspondent Upload folder as Doc Type, Closing Doc Order Form.

  • Correspondent Doc Order Form 
  • Loan Estimate 
  • Change of Circumstance 
  • Initial Closing Disclosure 
  • Initial Closing Disclosure Receipt Form 
  • AIR Appraisal Form (Lender or AMC Certification)
  • Only Required If Escrow Account 
    • Hazard Insurance 
    • Flood Insurance (If Applicable) 
    • Tax Certificate 

To learn more about uploading, please read Uploading Your Loan Docs.

When all documents have been uploaded, you will need to request for JMAC to draw your docs by resolving the task, Submit: Loan Doc Order on the Tasks tab.

Note: We are not automatically notified when these documents are uploaded.

To learn more about resolving tasks, please read Resolving Tasks.

The loan status will change to Docs Ordered. When the Doc Drawer emails the docs to the assigned Processor, the loan status will change to Docs Out.

Option B: Drawing your own Docs

You can draw and send your own loan docs.

Submitting to Purchase Review

Once the docs are signed, upload them under the Non-Delegated Correspondent Upload folder as Doc Type, Complete Loan Package Ready for Purchase Review 

To learn more about uploading, please read Uploading Your Loan Docs

When all the closing documents have been uploaded, you will You will also need to notify us of our upload by resolving the task Submit: Loan Package Ready for Non-Delegated Purchase Review.

Note: We are not automatically notified when these documents are uploaded.

To learn more about resolving tasks, please read Resolving Tasks.

What’s Next?

The loan status will be updated to Submitted to Purchase Review. Our credit, compliance and purchase auditors will review the file and determine if any suspense conditions are required to purchase. To learn about requesting suspense review, continue to the next step, Step 5: Requesting Suspense Condition Review.

Have more questions? Submit a request