Green Tree Image Central 3 28 13


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How to upload to Green Tree Correspondent website.

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Green Tree Image Central 3 28 13

  1. 1. Image Central for Correspondent Clients Imaging functionality on "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."
  2. 2. Agenda Imaging Benefits Imaging Features Important Addresses Access/Uploading Upload Tips System Recommendations Imaging Format Specifications Questions 3/28/2013 2
  3. 3. Image Central Benefits Imaging on is free Quicker turn times due to simultaneous review Flexible – use PDF, Tiff, HTML, TXT or DOC No requirements around INDEXING No size limitations Convenient 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 3/28/2013 3
  4. 4. Image Central Features Imaging viable for ALL products via the Green Tree website Can import Credit File Closing File Credit & Closing File Appraisals Trailing/Suspense Documents UW 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 import Original Recorded documents 3/28/2013 4
  5. 5. Image Central Features Format for Appraisals ONLY .PDF Indexing Client DOES NOT need to index Remaining docs to be “overnighted”/mailed to Green Tree Original Recorded Docs (Mortgage, Assignment etc.) Original Note Final Title Policy Mortgage Insurance Cert (MIC) – FHA Loans Loan Guarantee Cert (LGC) – VA Loans 3/28/2013 5
  6. 6. Image Central - Important Addresses Original Notes Continue to Deliver: Green Tree Servicing 1100 Virginia Drive Fort Washington, PA 19034 MC 190-FTW-A15 3/28/2013 6
  7. 7. Image Central - Important 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 Services 2925 Country Dr St. Paul, MN 55117 Mail Stop FD-GM-3000 3/28/2013 7
  8. 8. Image Central Access After logging in, you can find Import Images and View Image History (Pipeline) under Image Central 3/28/2013 8
  9. 9. Image Central Access - Import 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. 3/28/2013 9
  10. 10. Image Central Access - Status • 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. 3/28/2013 10
  11. 11. Image Central Access - Upload Images Documents Available For Upload Appraisal Credit File Closing File Credit and Closing File Trailing/ Suspense Condo Review Floating X X X X Pending X X X X X X X X Locked X X If a Credit File was previously received a Closing File may also be uploaded 3/28/2013 11
  12. 12. What should I deliver? – Credit File 3/28/2013 12
  13. 13. What should I deliver? – Closing File 3/28/2013 13
  14. 14. Image Central Access - Upload Images EXAMPLE: Loan with a status of CLOSED FILE/NOTE RECEIVED Closed Loan Correspondent Client Select Appropriate File Type to be uploaded view your upload history for this file (if any) 3/28/2013 14
  15. 15. Image Central Access - Upload Images NOTE additional upload choices EXAMPLE: Loan with a status of LOCKED 3/28/2013 15
  16. 16. Image Central Access - Upload Images Select Yes or No if GT is going to UW the file (See following slide for details) 3/28/2013 16
  17. 17. Path for Images - based on Green Tree underwriting or not Selecting YES will submit Credit File to GT to UW; Selecting NO makes image available for Audit or Funding Teams Correspondent S YE Credit File Closing File Credit and Closing File Image delivered to Underwriting queue Investor to UW? NO Image available in Audit or Funding 3/28/2013 17
  18. 18. Image Central Access - Upload Images Select the PDF or TIF file you would like to upload (notice the .PDF and .tif extensions) Select Open Then Select Upload New File Select Browse to search for the PDF or TIF file you would like to upload 3/28/2013 18
  19. 19. Image Central Access - Upload Images A prompt will let you know you have uploaded the image successfully or not Upload History will also update. Note: File Name as well as date and time. 3/28/2013 19
  20. 20. Image Central – Viewing Images & History Access images and history by clicking 3/28/2013 20
  21. 21. Image Central – Viewing Images You can search for loans here using the loan number 3/28/2013 21
  22. 22. Image Central – Viewing Images Clicking on the specific loan brings you to the Global Imaging Center listing all documents uploaded to that loan number 3/28/2013 22
  23. 23. Image Central – Viewing Images Clicking on the document type will show the documents under that type 3/28/2013 23
  24. 24. Image Central – Viewing Images And then clicking on the icon will link you to that specific document 3/28/2013 24
  25. 25. Image Central – Actual Image 3/28/2013 25
  26. 26. Image Central – Image Delivery Status Search by Loan Number 3/28/2013 26
  27. 27. Image Central – Image Delivery Status SLA ID--Turn-time from receipt to Indexing completed 3/28/2013 27
  28. 28. Image Central – Image Delivery Status Image Source 3/28/2013 28
  29. 29. Image Central – Image Delivery Status File Type 3/28/2013 29
  30. 30. Image Central – File 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’ 3/28/2013 30
  31. 31. Image Central – Image Delivery Status Total Page Count: Total number of pages in the file type 3/28/2013 31
  32. 32. Image Central – Image Delivery Status Delivery Status: In Process = currently being indexed Completed = indexing completed and image available for viewing Fail – see next page for explanations 3/28/2013 32
  33. 33. 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 3/28/2013 33
  34. 34. Image Central – Upload Error Tips Make sure you select the correct upload option: › Each submission is related to a work queue which are handled by different areas EXAMPLE: 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. 3/28/2013 34
  35. 35. Image Central – Upload 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. 3/28/2013 35
  36. 36. Image Central – Upload Tips 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 3/28/2013 36
  37. 37. Image Central – Upload Tips 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. 3/28/2013 37
  38. 38. Image Central – Upload Tips Upload History: Website as a Trusted Site: You may notice items 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. reporting in the Upload History that you did NOT upload. That is because Green Tree Associates also 1. Click on Tools and select Internet Options use IMAGE CENTRAL for 2. Select Security Tab document uploads. 3. Select Trusted Sites 4. Click on Sites button and add URL as a trusted site. 3/28/2013 38
  39. 39. Image Central System Recommendations 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 ( 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. 3/28/2013 39
  40. 40. Imaging Format Specifications BOTH IMAGE CENTRAL AND SFTP Scanning 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 3/28/2013 40
  41. 41. Questions? Contact Client Services 877-700-4622 option 9 3/28/2013 41
  42. 42. Further Information • Refer to: › Green Tree Website › › The Correspondent Funding Client Guide Product Matrix • Contact: › Client Services 877-700-4622, Option 9 › Your Sales Director › Michael Tillman 3/28/2013 42