Importing Your Loan File

The Process

To get started, you can either import your loan from an existing file or create a new loan application.

Importing a Loan

In the navigation panel, click on Create New Loan and choose Import Loan File.

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You can choose either to import your loan as a Fannie Mae file, retrieve an existing DO Casefile, or retrieve an existing LPA Casefile.

Option A: Importing a Fannie Mae File

Browse for the exported Fannie Mae file you created, consent to the disclaimer, and click Import.

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Option B: Retrieving an existing loan from DO

Enter the existing casefile ID, type your DO credentials, consent to the disclaimer and click Import.

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Option C: Retrieving an existing loan from LPA

Enter the existing casefile ID, your LPA credentials, your Seller Number, the AUS Key Number, and NOTP Number. Next, select the import credit report, click consent to the disclaimer, and click Import.

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Creating a Loan

In the navigation panel, click on Create New Loan and choose one of the following options:

  • Create Purchase Loan
  • Create Refinance Loan,
  • Create 2nd Lien (Standalone)

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Enter in the primary applicant’s First Name, Last Name, and SSN. Click Next to proceed.

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What's Next?

Once your loan is created, review and complete your 1003 on the Application Information tab.

If your Fannie Mae 3.2 file is incorrect or outdated, you can import an updated file by clicking Import FNM 3.2 File. This will overwrite all the data and can only be completed prior to loan registration. 

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To add an additional 1003, you can click Add New Application to get started. 

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To learn more about getting started with your loan, please read Registering your LoanPricing Your Loan, or Creating a Pricing Comparison.

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