You've entered all of your loan-specific information onto DocMagic Online ("DMO"), and you are now ready to process the Websheet. When processing the Websheet, DMO offers a number of options to suit the user's needs. The DMO Processing window has five separate sections - (1) General Options; (2) Loan Application; (3) Delivery Options; (4) Security; and (5) Additional Services.

Here is a screen shot of what you should see:

Click for larger image

General Options

In the "General Options" area, you select the package type and document file format you wish to receive. For the document file format, you may choose either DocMagic BLK format, which requires the DocMaster program, or Adobe PDF format, which requires that you have the Adobe software installed.

For the package type you have 5 choices:

1. Application: Provides the Uniform Loan Application

2. Closing: Provides all the documents included in the closing package

3. Predisclosure: Provides all the documents included in the predisclosure package

4. Servicing Transfer: Provides the document included in the loan servicing transfer package

5. Flood Certification: Provides the Flood Certification document

Note that all Loan Program codes automatically include documents for the Application, Closing and Predisclosure package types. However, you may need to contact Customer Service to set up documents for Servicing Transfer or Flood Certification package types for some loan programs.

For the document format you can choose either DocMagic BLK format, which requires the DocMaster program, or Adobe PDF format, which requires that you have the Adobe software installed.

Loan Application

If you would like to include a Uniform Loan Application in your Closing package you may use "Loan Application" section to attach a Fannie Mae file. You may use either v3.0 or v3.2 of the Fannie Mae file format. We recommend you use the v3.2 format, if possible, to obtain more complete information from the borrower on the loan application.

Delivery Options

Use of the "Delivery Options" section is optional. You will want to use this area only if you wish to have the documents picked up at another location, such as at a title company or signing service.

If you wish to leave the documents for pick up at http://www.docmagic.com/, check the "Leave for Web (Internet) Pickup" box. When processing is complete, the "Congratulations" window will provide you with a code that you would give to the person to whom you want to deliver the documents. Note that this person will need to have the DocMaster software (available free at http://www.docmagic.com/) installed before they can pick up the documents.

If you prefer to email the documents to someone for them to retrieve, check the "E-mail to another location" box, and type in the email address of that person. The email will be sent from the DocMagic Servers and a confirmation email will be sent. Make sure that the person you are emailing has configured their SPAM filtering service so that emails coming from docs@docmagic.com are not blocked. The confirmation emails sent to you will also come from this email address.

The "Send Borrow eDisclosure" box will be available if you have typed in an email address for the borrower in the "Borrower Details" screen and are preparing a predisclosure package. If you select this option, an eDisclosure will be sent to the borrower when you process a predisclosure package. Click here for information regarding DocMagic's eDisclosure service.

And, finally, in the "Delivery Options" section is the "DSI to Print and Deliver" box. If you select this option, the "Edit Delivery Information" section will become available where you can type in the address to which you would like us to send the documents after we have printed them.

Security

This section only becomes available if you have chosen either the "Leave for Web (Internet) Pickup" or "E-mail to another location" box. If you have selected either one of these, then you may, as an additional security measure, require that the user provide a password when retrieving the documents. You may select one of the password choices from the drop down menu or choose "other" and type in your own password.

In this section, you may also request that you be notified via email when another person retrieves the documents by checking the "E-mail Read Receipt Check" box. DocMagic will send you an email letting you know when the documents are retrieved if you choose this option. Notice that when selecting this option the email address to which the "Read Receipt" will be sent is displayed.

You may read more about your security options in The Compliance Wizard.

Additional Services

In this section, you may request a Flood Certification when processing a Closing Package. When requesting the Flood Certification, you can then specify if you would like it for the Life of the Loan.

This section also allows you to request that we register the Loan with MERS for you. To successfully register your loan with MERS via DocMagic Online, it is important that you first complete three (3) steps. First, you must register with MERS and receive a MERS Organization ID number. Second, a MERS integration representative must activate the ID number. Finally, you must add DocMagic as an authorized MERS vendor on MERS' website. This last step, which is critical for the service to work, is detailed here.

If you have any questions concerning your document processing options, please contact Customer Service at (800) 649-1362.

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