Jump to main content
Vanceo
Support Center
What's New 2026
Getting Started
Vanceo Dashboard
Dashboard Views
Keyboard Support
Inquires
Transactions
Tasks
Attachments
Comments
Pipeline/Funding Reports
Configuration
Bulk Operations
Mortgage Help and What's New
Search
Home
Mortgage Help and What's New
Assigning Interfaces
Core Interfaces
Import
Mortgage Help and What's New
Support Center
What's New 2026
Getting Started
Tutorial Videos and Guides
Hot Topics/FAQs
Online Application (OLA)
Application
Parties
Financial Analysis
Loan Definition
Collateral
Calculations
Closing Disclosure
Disbursements
Document Data
Print
Template Maintenance
Assigning Interfaces
Credit Services
Core Interfaces
Export
Import
What types of parties can be imported?
How do I import a party?
Can I import multiple parties at a time?
What if I accidentally select a party and do not want to import it?
Where do I find the CIF number for a party I imported?
Why did I get the following message on import 'Party Name cannot be imported. Party type of business not allowed for transaction type.'?
Can I import parties outside of a transaction?
CRA Reporting
Export
Fannie Mae Desktop Underwriter
Freddie Mac Loan Product Advisor
Fannie Mae Uniform Loan Delivery Dataset (ULDD)
Freddie Mac Uniform Loan Delivery Dataset (ULDD)
Import
OFAC Check
SettlementOne Credit Service
Uniform Closing Dataset (UCD)
HMDA Reporting
Feature Guide
Product Training
Security Administration Help
Import
This section includes questions and answers about importing.