How do I send a package via Secure Document Exchange?

Once the interface is setup within Interface Manager, create a new transaction or recall an existing one. When the documents have been created and are ready to be sent to borrowers or cosigners, go to the menu and select Secure Document Exchange.

On the Secure Document Exchange interface page, the list of parties on the left will display all the borrowers and cosigners on the transaction. Distinct packages / documents can be sent to each party.

Direct to Paper – The package will be sent directly to print fulfillment and be mailed to the parties.

Absolute Paper Out Date – This date will override the timing set by the TILA/RESPA regulation for the package to expire and be sent to print fulfillment to be mailed to the parties.