Transcript for:
Using Desktop Underwriter for TPO Connect

thank you for joining prmg university we'll be discussing how to run desktop underwriter for tpo connect this training was recorded on friday august 14 2020 and the information is correct and up to date at the time of the recording ordering credit when ordering credit you'll want to choose the credit provider click here to access prmg's eligible credit providers list please note if the credit provider does not appear go ahead and reach out to your account executive you want to go ahead and click on the new credit order button and then input the username and password for the credit provider then you can click on order credit on the bottom right or if you're reissuing credit click reissue credit and then input the username and password for the credit provider and next enter the reference number and then click reissue credit on the bottom right once you've successfully ordered credit you will see the request is processing at the top of the screen and once the credit report is available you will see a green bar at the top of the screen viewing the credit report and liabilities first you'll click on view credit report as indicated in image one then click on import liabilities to access a copy of the credit report you'll go to documents and then locate the credit report from there ordering and viewing du findings let's go over ordering deu on the loan actions menu click order du as pictured below if credit has not been ordered or reissued then the ordered du option will not be available please refer to the ordering credit section of this training guide for further instructions on ordering and reissuing credit please note after you have submitted the loan to the registration team you will no longer have the option to order aus credit or reissue credit assuming credit has been run proceed with the following steps be sure to enter the required information as pictured below the request type the credit provider the credit provider user name and password the borrower's reference number and the product description when you're done click order du viewing the du report you will receive the summary of findings once you've ordered du you can click the loan summary and or documents button at the bottom of the screen to take you to their respective sections once you are finished viewing the du report click close to close out of the summary of findings thank you for taking the time to review this training on running desktop underwriter for tpo connect please send any questions to cpo support at prmg.net