FAQ's
Frequent asked questions listed with general troubleshooting tips and how-to articles.
- How to upload documents?
- How to manage documents?
- How to access notification settings?
- Pipeline Managment
- USDA monthly guarantee fee in escrow?
- How to copy a file?
- How to enter user credit credentials?
- How to Access Disclosures and forms in Print Forms Library?
- How to enter EMD, Seller Concessions/Credits, Lender Credits, Realtor Credits, Etc.
- How to set the Compliance section?
- Lead Vs. Loan.
- How to set up user profile?
- How to Run Freddie AUS Prequalification case type?
- How to create a team
- Wholesale/Processing Import
- How to complete page 1 of the Lender URLA?
- How to enter seconds or DPA?
- How to locate TPO unique link.
- How to enter a stand-alone HELOC/HELOAN
- Fannie Mae Error?
- How to Import a Spreadsheet of Contacts
- How to Merge two files?
- How to enter Manufactured Home?
- Loading, Unable to Save, browser issues
- Supplemental Consumer Information (1103)
- The status is not changing when setting the date in critical dates?
- How to troubleshoot DTI?
- How to set up User billing?
- VA Residual Income
- 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?
- How to get POS link?
- How to Complete the Anti-Steering Form?
- e036 Credit error?
- How to enter entitlement?
- How do you import an appraisal XML?
- How to update NMLS licenses automatically?
- How to set the REO when Primary is a multi-unit?
- # Fatal. # No Plan Code.
- Error Messages: 385 Either Lender ID or Sponsored Originator EIN is required. Underwriting Analysis Report
- How to enter an FHA Gift?
- Permission Denied?
- How to export a file?
- How to create a scenario?
- Submit a VA Loan Full review.
- How to Setup Polly PPE
- How to enter a Lease purchase or Land contract buyout?
Troubleshooting
- 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
- Error - Insufficient Reserves
- Zapier Integration FAQ's
- Credit Report Errors
- Fannie Mae Technology Manager
- How does our support desk prioritize tickets?
- The valid company license is required! and/or The valid loan officer license is required!
General
- 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
- LE Intent to Proceed Date and LE Expiration Date
- Lock Information for Brokers
- URLA 2021
- Year-end checklist
- Compliance and Processing Date Fields Available in LendingPad
- Borrower receives solicitation calls after pulling a credit report
How To
- How to File a NMLS Call Report (MCR)?
- How to Setup POS?
- How is DTI calculated?
- 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/User 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 Custom Fields in LendingPad?
- How to create a DBA?
- How to link documents and underwriting conditions?
- How to enter a Buy Down program?
- How to Setup Enact MI?
- How to Run AUS on HomeReady Product
- How to Create and Register a TPO Account in LendingPad
- DocuSign Access Code Update
- How to order a tax transcript for 4506-C in LendingPad?
- How to Generate MERS MIN Id and Universal Loan Id in LendingPad?
- How do I instruct DO/DU to disregard an inaccurate data including foreclosure, bankruptcy, mortgage lates, or apply extenuating circumstance?
- How to order VOE or Work Number Verification?
- How to enter Renovation/Construction/ Construction to Permanent loans in LendingPad
- Fannie Mae UCD user ID setup in Fannie Mae Technology Manager
- HELOC Qualifying Rate Entry
- ARCH MI Special Program Code
- How to Setup CTC Title Integration
- Interest-only (IO) programs configuration and qualifying calculation
- How to enter Mortgage Insurance (MI) in LendingPad