342 Calyx Software
Integrated products and services
To submit a loan to Fannie Mae for underwriting:
1 Select Interfaces > Fannie Mae > Desktop Originator and log in to the Fannie Mae
web site.
The Fannie Mae
Submit Loan: Select Credit and Underwriting Options screen
is displayed.
2 Select
Credit and Underwriting or Underwriting Only and click Next.
3 If you specified Credit and Underwriting, specify whether the request is for a new credit
report or to reissue an existing credit report, and click Next.
4 Complete the following:
• Credit Agency
• Credit Agency Login
• Auto-populate liabilities
• Jointly or not jointly (for borrower type)
• Reference number (to reissue a credit report)
5 Click Submit.
6 Select a submission option:
• Preliminary Findings
• Submit to a Lender, Single or Multiple Product
Depending on the lender, you can either select from a list of products or select multiple
products.
7 Select
Interim or Final.
8 Click Submit.
9 When the
UnderwritingStatus field on the screen shows Complete, view the findings
by clicking the Underwriting Recommendation link.
10 If you receive an incomplete report:
a Click the Edit Loan link.
b Make changes to the loan, and click Submit.
c Select the loan options and click Submit.
d When the
UnderwritingStatus field on the screen is Complete, click the
Underwriting Recommendation link to view the recommendations.
11 To return to the loan file, click the Loan Application or the Results tab.
A download confirmation dialog box is displayed.
Attention
For technical support or questions about Desktop Originator or Desktop
Underwriter, contact Fannie Mae at (877) 722-6757.
Requirement
Select Underwriting Only only if you have already ordered credit for this
file from Fannie Mae. If you have not yet ordered credit through Fannie
Mae, select Credit and Underwriting.
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