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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How to add a new deal

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

1) Click the New Deal button

2) Enter your borrower’s contact information and basic deal info.

3) Drag and drop the documents you already have into the secure PackageMyLoan system or choose the uploader if you have a browser that is not supported by our drag and drop system

4) Go through the documents list and delete any documents that aren’t applicable by clicking the trash icon to the left of the document type

5) Click Send Needs List.

That’s it! Your borrower will now receive an updated Needs List with exact instructions on how to upload their docs into your system. The system will manage it from there!


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How to add one of your existing loans in progress to the system

One of the first questions many users have is when exactly they should start to bring their loans into PackageMyLoan system. Whether you’re three days or two months into a deal…. we want you to start with any of your deals in progress, right now!

If you haven’t yet, please take a moment and Log In to the system, and then follow the steps below:

1) Click the New Deal button

2) Enter your borrower’s contact information and basic deal info.

3) Drag and drop the documents you already have into the secure PackageMyLoan system

4) Go through the document and delete any documents that aren’t applicable by clicking the trash icon to the left of the document type

5) Click Send Needs List.

That’s it! Your borrower will now receive an updated Needs List with exact instructions on how to upload their docs into your system. The system will manage it from there!


www.packagemyloan.com