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      Deal Ingestion

      Product Feature Guide

      Table of Contents

      Introduction

      Manual Application Items, their Functionality and Description

      Introduction 

      Applications can be created in one of three ways: by ingesting them from a POS system such as Filogix, Lendesk, or Velocity; by manually creating an application; or by ingesting an application via a POS payload in XML Base64 format.

      Ingested from a POS

      When an application is ingested from a POS system, it will automatically appear in the "New Application" column of your pipeline, as shown in the example below.

      Pre-approval applications submitted via Filogix and Velocity will be automatically declined by the LOS.   The submitting agent (or the Agent, if contact information is missing) will receive an email notification. The email will contain text similar to this:

      When a live deal is received, users should review the "Submission" tab for any rate hold submissions. The underwriting team will validate the rate and proceed with underwriting and adjudication accordingly.

      Creating a Manual Application  

      To manually create an application, follow these steps:

      1. Click on the Create New Application button in the Pipeline View.
      2. Select the Create an application manually option.



      3. This will direct you the application details section:
      4. Fill in all the necessary fields for the application.

      Broker Selection: When manually creating an application, users can add a new broker or select a broker from the list of approved brokers in the system. To enhance the user experience, we have added search and filter functionality for selecting a broker. In the example below, we have filtered the list by Status (Approved) and Brokerage (FundMore). In addition to Status and Brokerage , you can filter by Risk Score.  Only verified brokers will populate the list, including both approved and blocked brokers. However, only approved brokers can be selected, while blocked brokers will appear grayed out and cannot be selected. Unverified brokers will not populate the list. For a better understanding, refer to this video demonstration: Broker-Filter-Search.mp4

      1. Once completed, click on the Submit button at the bottom of the page.  

      Upon successful submission, you will be redirected to the mortgage application dashboard, where you can begin processing the application.

      Ingesting an Application via POS Payload

      To ingest an application via POS Payload, follow these steps:

      1. Click on the Create New Application button in the Pipeline View. 
      2. Select the Ingest Application option. 
      3. Select the source of the payload you want to ingest (i.e. Filogix, Lendesk, or Velocity). 

      4. Click Next.
      5. Provide the payload in XML format, Base64 encoded.

      6. Once completed, click on the Ingest Application button.  

        Once the application is successfully ingested, you will be redirected to the mortgage application dashboard, where you can begin processing the deal.

        For more detailed instructions, refer to the video demonstration: Add ingest application component.mkv