EverBank Loan Document Center

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1 User s Guide

2 EverBank Loan Document Center Introduction EverBank s Loan Document Center is a web portal designed for the secure submission of loan files and documents. Recommended Image Format To ensure the highest level of service, EverBank recommends submitting PDF or TIFF files in the following format: Black and white (bitonal) 300 dpi System Requirements 1. You must have Microsoft Internet Explorer Version 7.0 or Version 8.0 installed on your computer to use EverBank s Loan Document Center. 2. The files that you submit to EverBank, via the Loan Document Center, must be in PDF (.pdf file extension) or TIFF (.tif file extension) format. 3. You must have the latest version of Java installed on your computer to use EverBank s Loan Document Center. Java may be installed by navigating, within Internet Explorer, to Then, click on Free Java Download. Next, follow the instructions provided by the Java website to install Java on your computer. Step 1: Access Loan Document Center The Loan Document Center web site address is: Step 2: Create a New Account The first page that you will see when navigating to EverBank s Loan Document Center is the Welcome Page. If this is your first visit to the Loan Document Center and you do not have a username/password, you must create a new account which will be approved by EverBank s Client Support Team. New accounts are created by clicking on Create a new account. Page 2

3 Once Create a new account is clicked, the New User Registration page opens. To create an account for the first time, you must: (screenshot below) 1. Enter your Address 2. Create and enter your User Name 3. Create and enter a password a. Must be at least seven alphanumeric characters long, containing at least one non alphanumeric character, # 4. Re enter your Password for Confirmation 5. Create a Security Question 6. Create a Security Answer 7. Enter your Last Name 8. Enter your First Name 9. Enter your Company Name 10. Enter your Federal Tax ID When you are finished entering your information, please read the User Agreement and check the I agree to the terms of the above User Agreement box. You are required to check the box next to the User Agreement to use the Loan Document Center, and you will only need to accept the User Agreement once. When you are ready to submit your information, click Register. Once you have successfully registered, you will receive an acknowledging your request and you will see the information box below: If you do not receive the , please be sure to check your spam folder. Page 3

4 Account Approval Once your account has been approved by EverBank s Client Support Team, you will receive an approval notifying you that your account is ready to use. If you do not receive the , please be sure to check your spam folder. If you are unable to check your spam folder, please try logging in with your username and password after approximately one hour. You can now log into the Loan Document Center at the Welcome Page. If you would like your User Name saved into your browser s memory, click Remember me next time, then click Log In. Step 3: How to Upload Your Files to EverBank After you log in, you will be presented with an upload screen. The Loan Document Center is configured to automatically load a Java interface if Java is found in your Internet browser. If Java is found in your Internet browser, you will see the screen below and please proceed to Option 1 below the screen shot. If you DO NOT see the screen below, please follow the instructions on Page 2 to download Java. JAVA ENABLED SCREEN Page 4

5 Option #1 Upload by Drag and Drop Method 1. Enter the Loan Number that corresponds to the file (s) you are uploading 2. Select the Upload Type from the drop down menu. Based on your loan number, 1 of the 2 dropdowns below will appear. Dropdown 1: Upload Type Initial Loan Submission Purpose Initial Submission of a loan to EverBank. Transferred Appraisals or Appraisals not ordered Appraisals* through the EverBank website. Documents missing or needed on a file upfront prior to Conditions an EverBank Underwriter issuing a Clear to Close. Correspondent Closed Loan Closing Package needed by EverBank prior to Delivery Purchasing a loan. Documents missing or needed on a file during a Post Correspondent Resolutions Closing/Legal Review prior to Purchase by EverBank. *Any appraisal not ordered through the EverBank website must be submitted separately through the Appraisal Upload type in order to remain in its native format. Dropdown 2: Upload Type Purpose Initial Loan Submission Initial Submission of a loan to EverBank. Appraisals* Transferred Appraisals or Appraisals not ordered through the EverBank website. Conditions Documents missing or needed on a file upfront prior to an EverBank Underwriter issuing a Clear to Close. Broker Change of Circumstance Changed Circumstance form and supporting documentation for the change. Broker Closing Documents missing or needed on a file prior to EverBank closing the loan. Correspondent Closed Loan Delivery Closing Package needed by EverBank prior to Purchasing a loan. Correspondent Resolutions Documents missing or needed on a file during a Post Closing/Legal Review prior to Purchase by EverBank. *Any appraisal not ordered through the EverBank website must be submitted separately through the Appraisal Upload type in order to remain in its native format. 3. Enter the Borrower s First Name 4. Enter the Borrower s Last Name 5. Drag and drop the file(s) to be uploaded in the Drag and drop file (s) here to upload area under the loan data fields. You will see a progress bar to let you know the status of the file(s) being uploaded from your computer to the Loan Document Center. You can drag and drop multiple files in this area for uploading. 6. Once the file(s) that you have drag and dropped into the upload area populates, you will see the Container default to unindexed and the file name display beneath File Name. If you uploaded the wrong file, you can delete it by clicking on the Green trash can icon next to the file s name. If you are satisfied with the file(s) chosen, click Submit to upload the file(s) to EverBank. Page 5

6 If your upload was successful, you will see the following message to confirm your upload: Option #2 Upload by the Select File(s) Method 1. Enter the Loan Number that corresponds to the file (s) you are uploading. 2. Select the Upload Type from the drop down menu. Based on your loan number, 1 of the 2 dropdowns below will appear. Dropdown 1: Upload Type Purpose Initial Loan Submission Initial Submission of a loan to EverBank. Appraisals* Transferred Appraisals or Appraisals not ordered through the EverBank website. Conditions Documents missing or needed on a file upfront prior to an EverBank Underwriter issuing a Clear to Close. Correspondent Closed Loan Delivery Closing Package needed by EverBank prior to Purchasing a loan. Correspondent Resolutions Documents missing or needed on a file during a Post Closing/Legal Review prior to Purchase by EverBank. *Any appraisal not ordered through the EverBank website must be submitted separately through the Appraisal Upload type in order to remain in its native format. Page 6

7 Dropdown 2: Upload Type Purpose Initial Loan Submission Initial Submission of a loan to EverBank. Appraisals* Transferred Appraisals or Appraisals not ordered through the EverBank website. Conditions Documents missing or needed on a file upfront prior to an EverBank Underwriter issuing a Clear to Close. Broker Change of Circumstance Changed Circumstance form and supporting documentation for the change. Broker Closing Documents missing or needed on a file prior to EverBank closing the loan. Correspondent Closed Loan Delivery Closing Package needed by EverBank prior to Purchasing a loan. Correspondent Resolutions Documents missing or needed on a file during a Post Closing/Legal Review prior to Purchase by EverBank. *Any appraisal not ordered through the EverBank website must be submitted separately through the Appraisal Upload type in order to remain in its native format. 3. Enter the Borrower s First Name 4. Enter the Borrower s Last Name 5. Click on Select File(s), located below First Name. An Open File window will pop up where you can select the file(s) that you want to upload to EverBank, click Open to upload the file. You can select multiple files within this window by pressing and holding the CTRL key while clicking on the files that you want to upload. Page 7

8 Once the file(s) that you have selected to open populates, you will see the file name display beneath File Name. You will see a progress bar to let you know the status of populating the file (s) that you intend to upload to EverBank. (screenshot below) If you are satisfied with the file(s) chosen for uploading, click Submit to upload the file(s) to EverBank. If you uploaded the wrong file, you can delete it by clicking on the Green trash can icon next to the file s name as seen in the screen shot below. If your upload was successful, you will see the following message to confirm your upload: Page 8

9 Problems with Java If you experience problems with Java, you may follow the steps below to submit your file to EverBank. 1. Click your username at the top of the screen. 2. Click on the Settings tab 3. Click the Upload Preference dropdown and select Basic Uploader. Click Save. 4. Return to Upload at the top of the screen. Option #3 Upload by the Browse Method 1. Enter the Loan Number that corresponds to the file (s) you are uploading 2. Select the Upload Type from the drop down menu. Based on your loan number, 1 of the 2 dropdowns below will appear. Dropdown 1: Upload Type Purpose Initial Loan Submission Initial Submission of a loan to EverBank. Appraisals* Transferred Appraisals or Appraisals not ordered through the EverBank website. Conditions Documents missing or needed on a file upfront prior to an EverBank Underwriter issuing a Clear to Close. Correspondent Closed Loan Delivery Closing Package needed by EverBank prior to Purchasing a loan. Correspondent Resolutions Documents missing or needed on a file during a Post Closing/Legal Review prior to Purchase by EverBank. *Any appraisal not ordered through the EverBank website must be submitted separately through the Appraisal Upload type in order to remain in its native format. Page 9

10 Dropdown 2: Upload Type Purpose Initial Loan Submission Initial Submission of a loan to EverBank. Appraisals* Transferred Appraisals or Appraisals not ordered through the EverBank website. Conditions Documents missing or needed on a file upfront prior to an EverBank Underwriter issuing a Clear to Close. Broker Change of Circumstance Changed Circumstance form and supporting documentation for the change. Broker Closing Documents missing or needed on a file prior to EverBank closing the loan. Correspondent Closed Loan Delivery Closing Package needed by EverBank prior to Purchasing a loan. Correspondent Resolutions Documents missing or needed on a file during a Post Closing/Legal Review prior to Purchase by EverBank. *Any appraisal not ordered through the EverBank website must be submitted separately through the Appraisal Upload type in order to remain in its native format. 3. Enter the Borrower s First Name 4. Enter the Borrower s Last Name 5. Click on Browse, located below First Name An Open File window will pop up where you can select the file that you want to upload to EverBank, click Open to upload the file. Page 10

11 Once the file(s) that you have selected to open populates, you will see the file name display beneath File Name. If you are satisfied with the file(s) chosen for uploading, click Submit to upload the file(s) to EverBank. If your upload was successful, you will see the following message to confirm your upload: Upload Log To confirm that your upload was successful, check the Upload Log to see the status of your uploads. Click Log, to open the Upload Log. Here you can see the history of all the documents that you have uploaded to EverBank. If you click the green box containing the arrow next to your User Name, you will display additional details about the uploaded file such as the File Name, and the file s Size. To search for specific uploads, you may enter a date range into the From and To boxes, or choose to enter a loan number into the search box on the right. How To Retrieve A Forgotten Password If you forgot your password, click the Forgot Password tab and enter your User Name, then click Submit. After clicking Submit, your password will be ed to you. If you do not receive the , please be sure to check your spam folder. Page 11

12 How to Change Your Password After you have logged into the Loan Document Center, you can change your password by clicking your username at the top of the screen. Once your username is clicked, a new page will appear. Click on Change my password. Here, you enter your existing password, new password, confirm your new password, and then click Change Password to process the request (your password must be at least seven characters long containing at least one non alphanumeric character). If you click Cancel, you will be directed back to the Upload page. Once your password has been changed, you will see the following message, and then click Continue. Additional Support If you have any questions regarding EverBank s Loan Document Center, please contact your Account Executive or Regional Office. Page 12

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