Searching Agency Loan Request Responses
After a company has sent loan request (LR) responses to your agency, you can search through the responses by borrower name, property state, response text, and file name.
Procedure
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Navigate to your supervisory activity.
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Click Loan Requests.
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Click Loan Request Response Search.
Note: If the Loan Request Response Search tab is not visible, then either there are no LRs that have been responded to or you are not assigned to the supervisory activity.
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Search or filter your LR responses using the following options:
- Loan Request ID: Search for the loan request ID number.
- Borrower First/Last Name: Search the text of borrower names to find associated responses.
- Response: Search the text of LRs sent to an agency.
- Loan Number: Search for the loan request number.
- Property State: Filter the LR responses according to the state in which the property for the loan is located.
- File Name: Search for LR responses with file attachments matching the specified name.
- Account Number: Search for the account number.
- Has Attachments: Filter LR responses according to whether they have documents attached.
- Show Agency Responses: Show or hide agency responses to a company's LR responses. This is helpful for finding LR responses that may require additional information.
- Optional: Depending on the status of the loan request, you can send the LR back to the company, update the due date, or work the LR.
- Optional:
You can scroll to the bottom of the list and click Export to
Excel.
The filtered Loan Request Response search list is emailed to you in an attached Excel spreadsheet.