Uploading Documents
The basics on how to upload a document into BMILoanView
Drag and Drop
Learn how to utilize the drag and drop function within BMILoanView
Add items to checklist
Learn how to add additional items and make changes to the electronic checklist in BMILoanView.
Intro to EmailSave
In this tutorial we show how to use BMI Email Save. Specifically, you’ll learn how to… Save an attachment from Outlook to BMI. Save an email conversation from Outlook to BMI. Requirements: BMI Imaging Suite Version 3.x BMI Email Save Microsoft Outlook 2007 or newer
Handling password-protected PDFs
Password-protected PDFs are blocked from being saved into BMI using the Outlook plugin BMI Email Save. One method of saving that PDF into BMI is using the PrintToBMI program. In this tutorial we will show… What happens when you try to use BMI Email Save on a password-protected PDF How to use PrintToBMI to save the PDF into BMI Requirements: BMI Imaging Suite Version 3.x PrintToBMI A PDF reader software (i.e. – Adobe Acrobat)
Copy documents to email
In this tutorial we show how to use the Copy Documents function in BMIQuery. Specifically, you’ll learn how to… Attach multiple files to your email from BMIQuery Requirements: BMIQuery version 3.x or newer Microsoft Outlook 2007 or newer
Edit checklist tab
The details you need to work with the Edit Checklist tab.
View documents
This will go through how to view documents through BMILoanView. Remember however that any document in BMILoanView can also be viewed through BMIQuery.
Email upload requests
With BMILoanView you can send requests through email that allows borrowers or bankers to uploaded needed documents.
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