Creating your own Stacking Order Templates

With PackageMyLoan we understand you have different types of loans that have a different template for the stacking order of loan documents. We have created a system where you can create and save personalized stacking order templates which can be easily be inserted into a loan box. Below is a guide to creating your first template:

1) Go to your settings page and click on the Template button. From here, click on the new template button.

2) A pop up will appear with fields to fill out regarding your new template. Give it a name and then start adding document types by giving each type a name and then pressing the add document type button. They will then appear in the list below. From here you can also rearrange the stacking order if you would like to.

3) To start using your new template go to create a new deal (or email app) and then choose "Use custom template" to see your customs templates. From their choose which one you would to use and create a deal with your own custom template

Add your own logo to PackageMyLoan

With PackageMyLoan we understand that you want to showcase your own brand with the customer so they feel comfortable using a service where they upload documents. That is why we give you the opportunity to add your own logo where our logo usually is. For example, your logo will appear on the login screen for the borrower, all the needs list emails sent to the borrower and also on the dashboard. To upload your own logo, follow these easy steps :

1) Go to your settings page and click on the Logo button.Then click on the "Choose File" button to choose your logo to upload.

2) When you have picked your logo to upload it will appear on the same page to preview the image you have uploaded. If you are not happy with the logo, just choose another one to upload. Your logo will now appear across the system. You will even find it on emails sent to the borrower.

Using your deal-specific email address

Remember there are two ways to populate your deal with documents. Each deal has a specific email address that is automatically created with the creation of a new deal. This email is specific only to this deal and is constructed <streetname>@packagemyloan.com. This email can be used to share with other contacts that might want to share documents with you. You can find your deal specific email at the top of each of your specific deal boxes:

What is the loose documents bin?

Every deal has a loose documents bin connected to each deal. This is where documents that have not been specified to be added to a certain spot are put. Also documents that are emailed to the deal-email will also appear in this spot: (Documents emailed to a deal email should appear instantly but in some cases can take 30min for the document to appear in the bin)

1) In the middle of an open deal page on the left hand side is a "Loose Documents" bin which is connected to the deal that is currently open. Here you will find loose documents that have been emailed to this deal.

2) When the file has appeared in the bin you can then manually drag this file to the corresponding area of the needs list. You also have the choice to view the file before moving it by clicking on the magnifying glass in the bin.



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How to merge all documents into a PDF

To merge all of your deal documents into one PDF please follow the step-by-step guide below:

1) Open up the loan that you would like to merge into a PDF. When inside the loan click on the box icon in the top right corner called Package Deal to start the merge process.

2) When the merge process has been started you will see a status report of the action in the top left corner. It will notify you when the package is ready for use!

 

3) When the merge process has been completed you will then be able to download your merged files by clicking on the green arrow or clicking the link logo to get a direct link to the file.

NOTE: If the package contains files other than Adobe PDF's it will packaged as a .Zip file. Newer operating system are able to open .zip files by default. If you can not open the .zip file we recommend you use WinRAR.

How to add a processor

To add a processor to your account please follow the step-by-step guide below:

1) Click the Deal sharing button, on the left side of your dashboard. You can also access this page at any time from the settings link under your name and then clicking on the Deal Sharing tab.

2) You will be taken to the deal sharing menu where you will be shown the option to add a processor. Click on the Add a Processor button.

3) A pop-up window will appear where you fill out the processors information and also assign a loan to the processor. You can also choose to assign all of the deals to this processor.

4) You will now be taken back to the deal sharing page where you can see your new processor. From here you can choose to remove or edit the deals the processor is active on.

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How to archive and unarchive one of your existing loans in the system

To archive a deal to your account please follow the step-by-step guide below. It is recommended to use this feature when a deal has been cancelled or funded:

Archive:

1) Click the Archive Deal button, the folder icon in the middle

2) Your deal is now archived in your account and can be accessed at any time from your main dashboard by clicking on the pull-down list and choosing archived deals.

Un-archive:

1) Choose your archived deal in the list of archived deals

2) When you have opened the archived deal click on the magic wand in the top right corner to un-archive the deal. The deal will now appear in your Deals List.

That’s it! You will now be able to work on your deal again!

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