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PRESENTED BY: GEOFF MESSERSCHMIDT

Pipeline Manager-Broker Upload Training

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Benefits Ease of use Reduced

processing time Ability to check

status of a loan in real time and review files notes from lender

Lock loans without delay of file input

Recent updates to Pipeline Manager now gives brokers the ability to upload files directly from your loan origination System by uploading a loan file in a Fannie Mae 3.2 file format.

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Granting Access

Broker Admins will need to grant access by updating their teams individual profiles in Pipeline Manager as follows:

1. Click Administration2. Click User, then Broker

Profiles3. Select User

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Once in the User screen, select “Edit Broker Profile”.

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Broker Admins can update their teams individual profiles in Pipeline Manager as follows:

Allow New Loans: Select Yes View Document: Select Yes Upload Documents: Select

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Updating Individual Profiles

Broker Admins will have ability to update Loan Files submitted by their Loan Officers should the loan officers be unavailable

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1. Click on the Pipeline tab & then “Active Pipeline”.

2. Click on “Upload New Loan”.

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To Upload a New Loan

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1.Click Select to upload the file from your documents

2.Select your borrowers loan type under “Loan Program”

3.Select your Broker Loan Officers Name

4.Enter your email address

5.Add any additional comments specific to the Loan File

Uploading to the Carrington Underwriting Pipeline

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Once completed, an email will be generated informing you that the new 3.2 file upload has taken place through pipeline manager*

*A similar email will be sent to the assigned Account Executive and the loan set up group informing them of the new file upload. The file will now be in “Registered status”.

Email Confirming Submission

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Once the system successfully receives your file you will also get a pop up screen congratulating you on your successful submission.

View Uploaded Loan

Once successfully submitted , click “Back to Pipeline” to view the loan that was just uploaded

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Select the loan you uploaded. And proceed to the file summary screen.

File Summary Screen

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Once in the summary screen, select “Upload Document”.

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1. At the Document Upload screen you can upload your initial package by selecting loan documents that support your previously uploaded 3.2 File.

2. Once you have uploaded your supporting documents, make your Document Type selection.

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Supporting Documents

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When selecting Document Type, make sure you select the correct type, for example:

1. Initial Submission of Documents

2. Trailing Documents for Initial Submissions

3. Condition Clearing Documents

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Internal Email Notification

When initial or additional documents are uploaded to the system by the broker, the internal team will receive a notification (as shown below) indicating which bundle label the documents were sent to.