Update an Existing Order

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.