A mortgage lead's page has Download loan file under its answers. It's a MISMO 3.4 file in the layout of the loan application (ULAD), which loan systems like Encompass, Arive, LendingPad and Calyx Point import to start a loan.
What's in it
What the lead gave: name, phones, email, current address and how long they've lived there, the property (address, value, use), the loan (purpose, amount, term, cash-out), their current mortgages, and a job's monthly income. Employers, assets and declarations are left for the loan officer to take in the loan system.
The SSN and date of birth go in only for someone allowed to Show them (see SSNs and dates of birth). Otherwise the file goes without them.
Import it
In your loan system, use its import for a MISMO 3.4 (or "Fannie Mae 3.4") file. Try it with one lead first, and check what came across.
Each download is noted on the lead's timeline and in the account's audit log.
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