Documents
Document Packages
| Use Case | Description | API or Other ICE MT Reference |
|---|---|---|
| Prepare Documents | Preparing documents. | - Loan Management - Borrower Vesting - Non-Borrowing Owners - Recipients - eFolder Documents - eFolder Attachments Also see Workflow / Task Configuration |
| Generate Disclosures | Generating initial disclosure packages, closing packages, and adding any other documents needed to meet requirements for sending document packages. | Send Encompass Docs Also see Partner Documents Delivery (if using 3rd party portal) |
| Final Disclosures | Creating final disclosure packages. | Send Encompass Docs Also see Partner Documents Delivery (if using 3rd party portal) |
| Closing Packages | Sending closing packages. | Send Document Package Also see Partner Documents Delivery (if using 3rd party portal) |
| Documents Reviewed | Reviewing documents. | Enhanced Conditions Also see Workflow / Task Configuration |
| Send Original Note | Sending original note. | See eClose |
Request Documents Use Cases
| Use Case | Description | API or Other ICE MT Reference |
|---|---|---|
| Request Documents | See Document Request Automation | |
| Request Missing Documents | Requesting missing documents. | Enhanced Conditions |
| Request Trailing Documents | Requesting trailing documents. | Enhanced Conditions Also see Investor Connect |
| Send Trailing Documents | Sending trailing documents. | eFolder Documents eFolder Attachments Also see Investor Connect |
Updated about 2 months ago
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