How to send your borrower a request to pay for their Appraisal via credit card.
- Open your
loan and go to the "Borrower Summary (Alameda)" form. On
the right side you will find a pink button in the orange 'Document
Tracking" section. (See Image Below).
- Click
on the button ("Send Borrower Appraisal Payment Email." to
launch a pre-formatted Outlook email.
The email will be addressed to the borrower, LO, and LP.
- Please
direct your borrower to read the document completely and then click on the
link to go to our "Secure" credit card payment site. As
you can see, we will pre-populate a few fields for the borrower:
- Loan Number
- First and Last Name
- Amount to be Authorized
Related Articles
Credit Request Upgrade
If you receive the following message then a credit report was ran that either didn't reflect the spouse or additional person on the loan. This issue with credit report request is just due to having more then one borrower on the loan in tandem with ...Cannot Run Credit from Encompass. - Account is not accessible from xxx.xxx.xxx.xxx. Please log onto the website to register your computer/network.
If you are getting the message below, you need to register your network and IP address with SettlementOne For Settlem Go to https://credit.settlementone.com/custom/login.aspx and login. If you have never logged in from your location, you will ...Requesting Borrower Cert and Authorization for Esign Request or Print Function
1. Goto the eFolder 2. Make sure to NOT click on any of the document buckets, go straight to step 3 3. Click on the "Request" button on the top right. 4. Click on the "Add" button that is next to the "Preview" button. 5. Scroll down to find ...How Register Your IP Address\Network To Access SettlementOne From New Location
When you are working away from the office, you will need to register your new IP address with SettlementOne before you can access SettlementOne services. Open your web browser and go to https://credit.settlementone.com/custom/login.aspx Login with ...How to submit a eSigned 4506-T request to Credit Plus (TRV)
How to submit an eSigned 4506-T request to Credit Plus (TRV) This article was created in direct response to the recent changes by the IRS. Example Message Example Message You need to select eSigned when uploading your 4506T to Credit Plus to see the ...