KNOWLEDGE BASE
FAQ's
System Overview
User Roles
Processing Centers
FAQ's
Troubleshooting
General
How To
Marketplace
Point of Sale
Forms and Documents
Integrations
ComplyIO
Beta Agreement
Product Release
Product Release 2023
Product Release 2022
Product Release 2024
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KNOWLEDGE BASE
FAQ's
System Overview
User Roles
Processing Centers
FAQ's
Troubleshooting
General
How To
Marketplace
Point of Sale
Forms and Documents
Integrations
ComplyIO
Beta Agreement
Product Release
Product Release 2023
Product Release 2022
Product Release 2024
FAQ's
Frequent asked questions listed with general troubleshooting tips and how-to articles.
How to Merge two files?
How to complete page 1 of the Lender URLA?
How to Access Disclosures and forms in Print Forms Library?
How to enter a stand-alone HELOC/HELOAN
How to enter seconds or DPA?
VA Residual Income
How to set up user profile?
Supplemental Consumer Information (1103)
How to create Scenarios
How to enter EMD, Seller Concessions/Credits, Lender Credits, Realtor Credits, Etc.
How to Run Freddie AUS Prequalification case type?
How to enter Manufactured Home?
How to turn on notifications?
How to set the Compliance section?
Lead Vs. Loan.
How to create a team
Wholesale/Processing Import
How to locate TPO unique link.
Fannie Mae Error?
How to Import a Spreadsheet of Contacts
Loading, Unable to Save, browser issues
The status is not changing when setting the date in critical dates?
How to set up User billing?
How to enter closing in a trust?
How to add conditions in batches
Security token error in Compliance Ease
How to setup programs in the POS?
How to set up impersonation?
Troubleshooting
Credit Report Errors
Fannie Mae Technology Manager
Zapier Integration FAQ's
The valid company license is required! and/or The valid loan officer license is required!
How does our support desk prioritize tickets?
Error - Insufficient Reserves
Troubleshooting: Error - Insufficient Reserves
Error When Re-issuing a Third-party or a Broker's AUS Report
Troubleshooting: Error - User not authenticated
Troubleshooting: Unable to Upload Documents in LendingPad
Troubleshooting: Preview Print Forms
Troubleshooting: Slow Loading, Screen Freezes, Constantly Getting Disconnected.
Troubleshooting: Error in Running AUS - DU, DO, LP or LPA
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General
Compliance and Processing Date Fields Available in LendingPad
Borrower receives solicitation calls after pulling a credit report
Year-end checklist
URLA 2021
LE Intent to Proceed Date and LE Expiration Date
Lock Information for Brokers
Lock Versus Underwriting Data Reconciliation
APO Address
Prepay Penalty
Retrieving APOR
Subject Property Rental Income FAQ
Rental Income FAQ
LendingPad Minimum System Requirements
Configuring Fees in Settings - Fee and Escrow Types for Disclosures
Service Provider List Form 61.
Loan Estimate (LE) and Details of Transaction Cash Difference
FAQ - Why LendingPad Does Not Need Transaction Templates
TPO Upgrades to the Regular LendingPad Broker Edition
Migrating Data from Other LOS's
Fannie Mae 3.2 File Import - Program Selection
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How To
How to enter Renovation/Construction/ Construction to Permanent loans in LendingPad
How to enter Mortgage Insurance (MI) in LendingPad
How to order VOE or Work Number Verification?
How to Set Approved Lenders and Account Executives
Interest-only (IO) programs configuration and qualifying calculation
How to Setup CTC Title Integration
ARCH MI Special Program Code
HELOC Qualifying Rate Entry
Fannie Mae UCD user ID setup in Fannie Mae Technology Manager
How do I instruct DO/DU to disregard an inaccurate data including foreclosure, bankruptcy, mortgage lates, or apply extenuating circumstance?
How to Generate MERS MIN Id and Universal Loan Id in LendingPad?
How to order a tax transcript for 4506-C in LendingPad?
DocuSign Access Code Update
How to Setup Enact MI?
How to link documents and underwriting conditions?
How to Create Custom Fields in LendingPad
How to File a NMLS Call Report (MCR)?
How to Setup POS?
How to Troubleshoot DTI
How to Create a Loan Program?
Guide for Hybrid / Non-Delegated Correspondent
How to Order/Re-issue a Credit Report?
How to Link and Unlink / Swap Borrowers in LendingPad
How to Setup Compliance Ease Action in LendingPad?
Down Payment/Funds from Borrower Calculation
How to Create a Custom Report?
How to Setup Company/Individual Credit Report Credentials?
Wholesale Channel - How to Invite a TPO Broker to LendingPad
How to Run DocMagic Action in LendingPad?
LTV Calculation for Different Loan Types
How to Activate a System Action in LendingPad
How to Print a Form in LendingPad?
How to Set /Review Escrows and Aggregate Adjustments?
DocuSign eSign Instructions
How to Activate UCD-Freddie Mac Action?
How to do FHA 203K Loan in LendingPad?
How to Issue Pre-Qualification and Pre-Approval Letters?
How to Use Task Management in LendingPad?
How to Setup MERS Action?
How to Import a Fannie Mae 3.2/3.4 File Into LendingPad?
How to Run Pricing via Optimal Blue?
How to: DU – Redistribution Instructions
How to Create/Import a Spreadsheet Into LendingPad?
How to Create a Loan in Direct Channel - an User's Guide
How to Change a Loan Status in LendingPad?
How to Activate the Latitude Title Integration Action?
How to Activate the AUS-Freddie Mac's LPA Action?
How to Enter a Foreign Address in LendingPad
How to Issue a Redisclosure / Change of Circumstance Package?
How to Use First American Title Rates/Fees Integration
How to Prepare a Loan Estimate?
How to Enter a Non-occupant Co-borrower in LendingPad
How to Activate IDS?
How to Run AUS on Home Possible Product
How to Export Your HMDA Report?
How to Run Form Free Asset Verification Integration
How to create a DBA?
How to enter a Buy Down program?
How to Run AUS on HomeReady Product
How to Create and Register a TPO Account in LendingPad
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