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DESCRIPTION
How to upload to Green Tree Correspondent website.TRANSCRIPT
Image Central for Image Central for Correspondent ClientsCorrespondent Clients
Imaging functionality on www.gtcorrespondent.com
"Notice: Please note that this is not a client offer or solicitation for all loan products listed. All loans submitted for purchase by Green Tree Servicing LLC (“Green Tree”) must be eligible for purchase by Green Tree and be in full compliance with the Green Tree Loan Product Matrix and Green Tree Client Contract for each approved client."
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Imaging BenefitsImaging FeaturesImportant AddressesAccess/UploadingUpload TipsSystem RecommendationsImaging Format SpecificationsQuestions
AgendaAgenda
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Image Central BenefitsImage Central Benefits
Imaging on www.gtcorrespondent.com is freeQuicker turn times due to simultaneous reviewFlexible – use PDF, Tiff, HTML, TXT or DOCNo requirements around INDEXINGNo size limitationsConvenient Image Central pipeline to manage imaged files If Image Central is not a viable option, Green Tree currently supports use of third-party imaging vendors for Secure File Transfer Protocol
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Imaging viable for ALL products via the Green Tree websiteCan import
Credit File
Closing File
Credit & Closing File
Appraisals
Trailing/Suspense DocumentsUW Conditions, Warehouse Express and Closed Loan Correspondent Audit Suspense and Credit Diligence Suspense
Condo Reviews
Post Funding File Submissions for Platinum and FNMA 3D Closing Files
Can NOT importOriginal Recorded documents
Image Central FeaturesImage Central Features
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Format for AppraisalsONLY .PDF
IndexingClient DOES NOT need to index
Remaining docs to be “overnighted”/mailed to Green TreeOriginal Recorded Docs (Mortgage, Assignment etc.)Original NoteFinal Title PolicyMortgage Insurance Cert (MIC) – FHA LoansLoan Guarantee Cert (LGC) – VA Loans
Image Central FeaturesImage Central Features
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Image Central Image Central -- Important AddressesImportant Addresses
Original NotesContinue to Deliver:
Green Tree Servicing1100 Virginia Drive
Fort Washington, PA 19034
MC 190-FTW-A15
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Image CentralImage Central -- Important AddressesImportant Addresses
Final Documents(Original Recorded Docs, Final Title policy,
Mortgage Insurance Certificate (MIC) – FHA loans, Guarantee Certificate (LGC)- VA loans)
Continue to Deliver:
Indecomm Global Services2925 Country Dr
St. Paul, MN 55117Mail Stop FD-GM-3000
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Image Central AccessImage Central Access
After logging in, you can find Import Images and View Image History (Pipeline)
under Image Central
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Image Central AccessImage Central Access -- Import ImagesImport Images
…you can search for loans here using any of the criteria listed
Under Import Images, you will need to perform a
search for the file you wish to upload images to.
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Image Central Access Image Central Access -- StatusStatus
• IMPORTANT for Image Upload- Eligibility:
• Loans are available for upload in the following status’:› Registered/Floating› Registered/Pending› Registered/ Locked› Closed File/ Note Received› Suspended› Approved for Funding› Funded/ Advice Funds Sent› Shipped to Servicing
• If a loan is not visible in the pipeline and the status is one listed above, perform a loan search to access the loan for upload.
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Image Central AccessImage Central Access -- Upload ImagesUpload Images
Documents Available For Upload
Appraisal Credit File Closing File Credit and Closing File
Trailing/
SuspenseCondo Review
Floating X X X X
Pending X X X X
Locked X X X X X X
If a Credit File was previously received a Closing File may also be uploaded
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What should I deliver? What should I deliver? –– Credit FileCredit File
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What should I deliver? What should I deliver? –– Closing FileClosing File
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EXAMPLE: Loan with a status of CLOSED FILE/NOTE RECEIVEDClosed Loan Correspondent Client
Select Appropriate File Type to be uploaded
view your upload history for this file (if any)
Image Central Access Image Central Access -- Upload ImagesUpload Images
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NOTE additional upload choicesEXAMPLE: Loan with a status of
LOCKED
Image Central Access Image Central Access -- Upload ImagesUpload Images
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Image Central AccessImage Central Access -- Upload ImagesUpload Images
Select Yes or No if GT is going to UW the file
(See following slide for details)
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Path for ImagesPath for Images -- based on Green Tree underwriting or notbased on Green Tree underwriting or not
Correspondent
Credit File
Closing File
Credit and Closing FileInvestor to UW?
YES
NO
Image delivered to Underwriting queue
Image available in Audit or Funding
Selecting YES will submit Credit File to GT to UW; Selecting NOmakes image available for Audit
or Funding Teams
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Select the PDF or TIF file you would like to upload
(notice the .PDF and .tif extensions)
Select Open
Select Browse to search for the PDF or TIF file you would like
to upload
Then Select Upload New File
Image Central AccessImage Central Access -- Upload ImagesUpload Images
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Image Central AccessImage Central Access -- Upload ImagesUpload Images
Upload Historywill also
update. Note: File Name as well as date
and time.
A prompt will let you know you have
uploaded the image successfully or not
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Image CentralImage Central –– Viewing Images & HistoryViewing Images & History
Access images and history by clicking
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Image CentralImage Central –– Viewing ImagesViewing Images
You can search for loans here using the loan number
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Image CentralImage Central –– Viewing ImagesViewing Images
Clicking on the specific loan brings you to the Global Imaging Center listing all documents uploaded to that loan number
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Image CentralImage Central –– Viewing ImagesViewing Images
Clicking on the document type will show the
documents under that type
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Image CentralImage Central –– Viewing ImagesViewing Images
And then clicking on the icon will link you to that
specific document
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Image Central Image Central –– Actual ImageActual Image
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Image Central Image Central –– Image Delivery StatusImage Delivery Status
Search by Loan Number
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Image Central Image Central –– Image Delivery StatusImage Delivery Status
SLA ID--Turn-time from receipt to
Indexing completed
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Image Central Image Central –– Image Delivery StatusImage Delivery Status
Image Source
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Image Central Image Central –– Image Delivery StatusImage Delivery Status
File Type
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Image Central Image Central –– File TypesFile Types
File Type Description
APPR Appraisal Files
CNDREV Condo Review Submissions and Trailing Docs
CRED Credit File Deliveries ONLY
CLOS Closing File Deliveries ONLY
CRCL Credit and Closing files submitted simultaneously
TDOC Trailing Documents: Suspense and Conditions for Underwriting, Audit and Credit Diligence. when submitting for Underwriting conditions use workflow ‘uw’when submitting for all others use workflow ‘io’
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Image Central Image Central –– Image Delivery StatusImage Delivery Status
Total Page Count: Total number of pages
in the file type
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Image Central Image Central –– Image Delivery StatusImage Delivery Status
Delivery Status:In Process = currently being indexed
Completed = indexing completed and image available for viewing
Fail – see next page for explanations
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Delivery Failure Reason Codes
Failure Code Reason is:INVALID_LOANID_AND_CORRID_COMBINATION Invalid Loan ID and Corr ID Combination
INVALID_LOAN_ID Invalid Loan ID
INVALID_FILE_EXTN Invalid File Extension
INVALID_WORK_FLOW_TYPE Invalid Work Flow Type
INVALID_IMAGE_SOURCE_TYPE Invalid Image Source Type
EXCEED_LENGTH Length of Index Short Name Short Name Or Time on the File or File name has exceeded max length
ZERO_BYTE_FILE Size of the file is 0 bytes
FILE_TYPE File type is Blank
SPACE_IN_FILE_TYPE Invalid File name as File name contains space
INVALID_FILE_NAME Invalid File name as File name does not match to Business specification
INVALID_TIMESTAMP Timestamp in the File name is not Valid
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Image Central Image Central –– Upload Error TipsUpload Error Tips
Make sure you select the correct upload option:› Each submission is related to a work queue which are handled by
different areasEXAMPLE: When uploading a new Credit File for the Lender to Underwrite and erroneously selecting Condo Review – the Credit File will not be forwarded to the Underwriting area, as it is now queued for the Condo Review area.
Or
EXAMPLE: Uploading the entire file as a Credit file then resending the entire file again as a Credit and Closing. In this example both files have the exact same docs and the exact same page count.
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Image Central Image Central –– Upload Error SolutionsUpload Error Solutions
Do NOT upload again with the correct option chosen. Either make a call or submit a one page document (with an explanation) as the correct upload
Condo Reviews – Clients should submit one page as Condo Review to get it into the pipeline if the Condo Review was uploaded as something different.
Appraisal – should be submitted separately from the loan file all of the time as an Appraisal File. Not submitting the Appraisal as an Appraisal File may make the document illegible.
The best alternative is to choose carefully and correctly the first time. We do have the ability to “correct” these types of issues internally – these types of problems will delay the loans or documents in getting to where they need to go.
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Do NOT upload Recorded Documentation into Trailing/ Suspense Documents-› DO NOT UPLOAD
Original Recorded Mortgages and Assignments
Final Title Policies
MIC
LGC
Certificates of Eligibility
› Only Conditions and Suspense for UW, Audit and Credit Diligence may be sent through this selection
Image Central Image Central –– Upload TipsUpload Tips
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Post-Funding Uploads:—FNMA 3D and Platinum Clients can upload a Full Credit and Closing
file simultaneously post purchase
—Not to be used for Post Funding Adjustments
—Images will post to our imaging repository for items uploaded after the funding/purchase of the loan.
—Post-funding uploads are not regularly monitored. For the Business types referenced above the file receipts are tracked for reporting and records management purposes only.
Image Central Image Central –– Upload TipsUpload Tips
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Image Central Image Central –– Upload TipsUpload Tips
Upload History:You may notice itemsreporting in the UploadHistory that you did NOTupload. That is becauseGreen Tree Associates alsouse IMAGE CENTRAL fordocument uploads.
Website as a Trusted Site:Supported IE Versions and viewing name of uploaded image. If you are using IE8 or newer you will need to set GT as a Trusted site with your browser in order to see the name of the imaged document.
1. Click on Tools and select Internet Options
2. Select Security Tab
3. Select Trusted Sites
4. Click on Sites button and add https://www.gtcorrespondent.comURL as a trusted site.
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Pentium-class computer running at least 1GHz
Microsoft® Windows 2000 with Service Pack 2, Windows XP Professional or Home Edition, or Windows XP Tablet PC Edition, Windows 2003 Server, Windows NT SP6 or 6a (VISTA and Windows 7 are not recommended at this point)
Enable Pop-Up for our websites (www.gtcorrespondent.com)
1GB of RAM or greater recommended.
10GB or more of available hard-disk space
Browser Compatibility:
› Microsoft Internet Explorer 6 or 7, Netscape 7.1 or 8.0, Firefox 1.0 or Mozilla 1.7
› Microsoft Internet Explorer 6 and Microsoft Internet Explorer 7 are most recommended
› Microsoft 8.0 is not recommended or compatible with GMAC's Image upload, it is possible files will not be received
In general as the processor speed and memory increase, the upload speeds will improve.
The Norton Anti-Virus/ MacAfee or any Antivirus software "Script Blocking Service" can block access to these functions, simply disable this service.
Image Central System RecommendationsImage Central System Recommendations
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Imaging Format SpecificationsImaging Format Specifications
BOTH IMAGE CENTRAL AND SFTPScanning resolution set at a minimum of 300 dpi
TIFF Documents should be scanned in black and white mode
Unless other arrangements have been agreed upon, all images should be scanned in a PDF, Multi-Page TIFF Group IV format, HTML, TXT or DOC (for all the documentation except Appraisal)
Imbedded JPEG in a TIFF format are not acceptable
Appraisal and photos are only accepted in PDF format
Single Page TIFF, JPEG, GIF file formats are not supported
Folder or password protected documents may not be uploaded or transferred
Image must be aligned vertical and top side up
Zip files are NOT acceptable for transfer
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Further Information• Refer to:
› Green Tree Websitewww.gtcorrespondent.com
› The Correspondent Funding Client Guide› Product Matrix
• Contact:› Client Services
877-700-4622, Option 9
› Your Sales Director
› Michael Tillman [email protected]