All underwriting conditions should be uploaded to AFR Wholesale Underwriting through DataTrac® Web.
To upload a document, follow the steps below.
- From the Pipeline or Reporting page, select the loan from which you wish to upload a document.
- Click the loan number or borrower name to access the Loan Details page.
- Click Upload a Document to open the DocumentTrac Upload screen in a new browser window.
- Browse for the document on your local machine or network.
- Select the type of document you are uploading from the Form Type drop down box. In this case CONDITIONS FOR REVIEW
- Click Submit.
Please Note:
Auto-Notification: The Account Managers are automatically notified when documents are uploaded to Conditions For Review, so an email to the AM telling them that you have submitted your stips is unnecessary.
Do Not EMAIL Stips: This method replaces emailing the stips. Submitted documents through DataTrac® Web and emailing them will slow down the review.
If you are unable to access DataTrac® Web - Pipeline or do not have access, please contact your Account Executive.
To view loan conditions and obtain the email address for submission, login to DataTrac® Web - Pipeline.
Click here for Account Executive contact information
