Running Desktop Underwriter for TPO Connect

Introduction

• Training from PRMG University on using Desktop Underwriter (DU) for TPO Connect.
• Recorded on August 14, 2020.

Ordering Credit

• Choose Credit Provider: Access PRMG's eligible credit providers list.
  • If provider does not appear, contact your account executive.
• Order New Credit:
  • Click "New Credit Order" button.
  • Input username and password for the credit provider.
  • Click "Order Credit" on the bottom right.
• Reissue Credit:
  • Click "Reissue Credit".
  • Input username, password, and reference number.
  • Click "Reissue Credit" on the bottom right.
• Processing:
  • Request processes at the top of the screen.
  • Green bar appears when credit report is available.

Viewing Credit Report and Liabilities

• View Credit Report: Click on "View Credit Report".
• Import Liabilities: Option to import liabilities after viewing credit report.
• Access Credit Report:
  • Go to "Documents".
  • Locate and access the credit report.

Ordering and Viewing DU Findings

• Order DU:
  • Locate "Order DU" in the Loan Actions menu.
  • Ensure credit is ordered or reissued before proceeding.
  • Note: Cannot order DU after submitting the loan to the registration team.
• Required Information for Ordering DU:
  • Request Type
  • Credit Provider
  • Username and Password
  • Borrower's Reference Number
  • Product Description
• Proceed to Order DU: Click "Order DU".

Viewing DU Report

• Summary of Findings:
  • Once ordered, view the summary of findings.
  • Access "Loan Summary" or "Documents" for detailed views.
• Finalize Viewing: Click "Close" to exit the summary of findings.

Conclusion

• For queries, contact CPO support at [email protected].