Edit checklist tab
The details you need to work with the Edit Checklist tab.
BMIWeb v5.1.1.19
Bugs Fixed [WEB-102] – When do Invalid search and click picklist, no message comes up saying No Records Found [WEB-103] – Invalid page range for printing does not give message or recover from attempting to print [WEB-132] – BMIWeb always looks at leadtools services over http; needs to be configurable for https. [WEB-177] – I get an error page when I try to log in with invalid credentials. [WEB-212] – Upload to web getting —> Maximum request length exceeded error. [WEB-213] – Getting Unable to cast object error when UTMB using Windows Authentication on BMIWeb [WEB-35] – PDF with the … Continued
Send a packaged document / Include a password (optional)
Import PDFs into BMI
There are a couple of options when importing PDFs into BMI. In this article I’ll cover each method and the pros/cons of each. Method 1 – Import PDF as a multi-page PDF (no conversion) This is the recommended method of bringing PDFs into BMI. PROS PDFs are imported without converting the files. This means the import process is faster and the image quality is unchanged from the original PDF. CONS Barcodes in a PDF cannot be read using this method. You cannot split imported PDFs How to Import the PDF Open BMIIndex Go to FILE > IMPORT Browse and select … Continued
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
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
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
Email upload requests
With BMILoanView you can send requests through email that allows borrowers or bankers to uploaded needed documents.
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.