Processing Loans

Processing Loans

LoanApp Administratorss and Processors can process loans Step-by-step guide Follow these steps to review and process loans Login to your LoanApp website (i.e. – https://CDCNAME.loanapp.bmisw.com) If the Processing page is not displayed, click on Processing at the top of your screen. Click the loan that you want to work on   Loan Dashboard: There are 4 sections to the Loan Dashboard each section will be outlined below   Application Information: This Section allows you to update status and communicate with Borrower The Current Status Options are In Progress (Borrower has started application but hasn’t submitted it) Submitted Under Review Returned Accepted Add … Continued
BMIOneClick for Tax Return Reader – How To Setup and Use

BMIOneClick for Tax Return Reader – How To Setup and Use

[et_pb_section fb_built=”1″ _builder_version=”3.13.1″][et_pb_row _builder_version=”3.13.1″][et_pb_column type=”4_4″ _builder_version=”3.13.1″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”Install BMIOneClick for Tax Return Reader” image=”/wp-content/uploads/sites/2/2018/12/AddExtension-1.png” _builder_version=”3.13.1″] Visit this link. Then click the blue “Add to Chrome” button in the top right. Then you will see a pop up, and you will want to click the “Add Extension” button. [/et_pb_blurb][et_pb_blurb title=”Setup BMIOneClick for Tax Return Reader” image=”/wp-content/uploads/sites/2/2018/12/LaunchBMI.png” _builder_version=”3.13.1″] Log into Ventures+, and select the loan that the tax returns are for. Once you have opened the loan, click the “Launch BMI” button in the top right of your Chrome browser. [/et_pb_blurb][et_pb_blurb title=”Setup BMIOneClick for Tax Return Reader” image=”/wp-content/uploads/sites/2/2018/12/OptionsPopup.png” _builder_version=”3.13.1″] Then a … Continued
BMI Secure Upload Portal – Secure Upload & Secure Send

BMI Secure Upload Portal – Secure Upload & Secure Send

[et_pb_section fb_built=”1″ _builder_version=”3.13.1″ custom_padding=”30px|0px|0|0px|false|false”][et_pb_row _builder_version=”3.13.1″][et_pb_column type=”4_4″ _builder_version=”3.13.1″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”BMI Secure Upload Portal” use_icon=”on” _builder_version=”3.13.1″ border_width_bottom=”1px” border_color_bottom=”#bcbcbc”] This article will walk you through how to use your BMI Secure Upload Portal [/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Secure Upload” _builder_version=”3.13.1″ border_color_all=”#d8d8d8″ border_width_bottom=”1px” border_color_bottom=”#848484″ custom_padding=”0|0px|29px|0px|false|false” top_divider_height=”50px” bottom_divider_color=”#ffffff” bottom_divider_height=”50px”][et_pb_row _builder_version=”3.13.1″][et_pb_column type=”4_4″ _builder_version=”3.13.1″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”Secure Upload” use_icon=”on” _builder_version=”3.13.1″] Secure Upload will be used when you want your clients to upload documents to you. Direct them to your email signature link, and then have them follow the below steps. [/et_pb_blurb][et_pb_blurb title=”Secure Upload – Fill Out Information” image=”/wp-content/uploads/sites/2/2018/11/Secure-Upload-Fill-Out-Info-Edited.png” _builder_version=”3.13.1″] After clicking the email signature link button, your client … Continued
Upload Documents and Drag and Drop

Upload Documents and Drag and Drop

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] To upload documents click the upload arrow   This will open up the file select window, select the file or files you want to upload and click ok   You will see a green notification it has been uploaded and the a magnifying glass will show up in the View Column.     [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Add a file using Drag and Drop Simply drag a file from your computer and drop it on the corresponding line item. The line item will appear darker … Continued
Edit List

Edit List

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] To edit a list, click the Edit List button on the checklist page. This will open the Edit View as seen below: From here you have 3 options… [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Add Item To add an item to the checklist, click the Add Item Button as displayed above. You will see the Add Item dialog box. Choose the Details for the item you want to add and click Add. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Edit or Delete Item To edit an … Continued
Using the Picklist

Using the Picklist

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] This is the Picklist View from here you can select which documents to view. The picklist is proceeded by a search so if your picklist is empty do a search first. 1 – Select which documents to view 2 – Click on the checkbox or just the line of each document you want to view 3 – Click the View or Window Button to open the documents [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/View.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”right” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” … Continued
Basic Search

Basic Search

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Capture-3.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] To perform a basic search there are 2 main steps 1 – Enter your search criteria by filling any of the index fields on the left hand side. Or any combination of index fields. 2 – Choose to retrieve all documents or a list of all the documents (by default the enter key will pull up a list of documents)    – View: Opens all documents based on your search criteria  – Picklist: Brings up a … Continued
View uploaded documents

View uploaded documents

LoanApp Administrators and Processors can process loans Step-by-step guide Follow these steps to view uploaded documents for a loan Login to your LoanApp website (i.e. – https://ORGNAME.loanapp.bmisw.com) If the Processing page is not displayed, click on Processing at the top of your screen. Click the loan that you want to work on   Loan Dashboard: From the Loan Dashboard click on View Documents View Documents This will bring you the the document checklist where you can review what documents have been uploaded Documents with a green check next to them signify they have been uploaded To view the document click on the … Continued
Setup Users

Setup Users

The CDC LoanApp Administrator can create Admin and Processor Users Step-by-step guide Follow these steps to set up users. NOTE – You must have an administrator account to do this. Login to your LoanApp website (i.e. – https://CDCNAME.loanapp.bmisw.com) If the Administration page is not displayed, click on ADMIN at the top of your screen. Click MANAGE USERS To ADD a User: Click ADD USER Enter Email Address Enter First Name Enter Last Name Enter Password If administrator check the box Click UPDATE To MODIFY a User: Find user in list Click EDIT Make any necessary changes to the item Click … Continued