Click an image to zoom.
Send Documents
Within BMI Web, navigate to the document(s) you wish to send. Open the document(s) then click on the drop-down button located on the top right-hand corner (hamburger menu).
Send Documents
Once the hamburger menu has been selected, click “Send Documents”. This will cause a pop-up window to flash open.
Create Package
Allow the package to be created. The package will include the document(s) selected and will provide the ability to download the package or send via email.
Package Created Successfully
After the package is created several options will appear.
Package Retrieval Page
The first option simply allows the package to be downloaded through the package retrieval page. This allows you to download the compressed PDF file onto your machine.
Launch Email Client with Message
The second option will launch an Email window.
Launch Email Client with Message
Log into your email and the Loan Packager email will appear with a link for the documents attached. Fill out email recipients and send when ready.
Click on Text, Copy and Paste it into Message
The last option includes a link which can be copied and pasted (as shown in the image above). This option allows you to input the address wherever you may desire.
Coming Soon…Send Documents- Password Protected
BMI will soon be adding the ability to send documents connected to a password. Your documents will be protected with yet another level of security.
