The returned order from LoanBeam may indicate that documents are missing from the analysis. For example, through analysis of the tax returns they see an income source from a partnership, but there was no Schedule K-1 included in the tax documents. In these cases, the missing documents will be communicated to the user in two places.
- On LoanBeam’s Excel file output’s ‘Cover Page’ tab:
In the example above, the ‘Cover Page’ tab’s section of “List of Schedules, Pages & Statements Missing” section shows the user that there are three documents missing [“2016 Schedule K-1 (1065) : TNT PARTNERSHIP”, “2016 Schedule K-1 (1120S) : CNBC CORPORATION”, and “2016 Schedule K-1 (1120S) : PNBC SOLUTIONS INC”].
- On the Interface Job Status Log screen in Empower for the order
In the example above, the Detail view of the ‘Get Formatted Application Messages: Succeeded – with Warnings” message shows the user that there are three documents missing [“2016 Schedule K-1 (1065) : TNT PARTNERSHIP”, “2016 Schedule K-1 (1120S) : CNBC CORPORATION”, and “2016 Schedule K-1 (1120S) : PNBC SOLUTIONS INC”].
- In order to add documents into an existing order at LoanBeam, you will follow the same steps as a new order. However, the order reference will be utilized in the “Active Order” dropdown, instead of ‘Begin New Order’ option.
- On the LoanBeam screen, select the order reference number from the dropdown. Then select the desired ‘Template Name’ to be generated by LoanBeam. Click the plus sign (+) to select which documents should be added into the order at LoanBeam.
NOTE: The Template Name selected for an update does not have to be the same as the original order.
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