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October 2020

Welcome to the LiquidOffice Training Class!

October 2020

Welcome to the LiquidOffice Training Class!

To aid in the planning and execution of your Implementation Project, we’ve prepared this resource center of information for your use and reference. Your Implementation project manager and/or others from IMM may refer you to this page in the future.

 

We hope that you find this information helpful, and wish you much success on your implementation project.

IMMeSign XML V2020.1.1

Class Links

XP Lending

XP Membership

DNA Membership

Temenos Lending

Datasafe Lending

Datasafe Membership

Corelation Lending

Corelation Membership

Meridian Link LoansPQ

Meridian Link XpressAccounts

Loancierge

Recurring Options for Lending Documents

RECURRING TYPE: Non-Recurring (Default Setting)

Document MUST be mapped with correct prefixes for each individual – P_ for Primary and C_ for CoBorrower

Other borrowers (Non Spouse) are mapped with O1_

Scenario 1A

John Smith(Primary – P_) and Stela Smith (Spouse of Primary – C_)

Scenario 1B

John Smith(Primary – P_) and Brian Smith(OtherApplicant – NonSpouse – O1_)

RECURRING TYPE: Recurring (Optional Setting)

If setting “Recurring” – also uncheck checkbox for “Show Other Apps in Prime App Section

eSign generates a separate document for each “OtherApplicant-NonSpouse” applicant type

Document MUST be mapped with correct prefixes for each individual – P_ for Primary and C_ for Co-Borrower

For Scenario 2C — If there is Spouse data – IMM eSign will identify the “Spouse” and print with Primary applicant

Ideal Document is “Loan Applicantion” so non-related individuals do not get to see each other non-public personal data

Scenario 2A

John Smith (Primary) and Brian Smith (OtherApplicant – NonSpouse)

Scenario 2B

John Smith (Primary: Son) and Stela Smith(OtherApplicant – NonSpouse:Mother) and Brian Smith(OtherApplicant – NonSpouse:Father)

Scenario 2C

John Smith (Primary) and Stela Smith (Spouse of Primary) and Brian Smith (OtherApplicant – NonSpouse)

RECURRING TYPE: None (Mandatory)

Lending Documents that are mapped with O1_, O2_ prefix for additional borrower fields

Scenario 3A

John Smith (Primary: Son) and Stela Smith (OtherApplicant – NonSpouse:Mother)

RECURRING TYPE: Non-Recurring

Guarantor Specific Lending Documents that are mapped with GA1_ prefix

Scenario 4A

John Smith (Primary:Son) and Stela Smith (Guarantor or CoSigner:Mother)

Lab

Criteria

Optional Signature

Document Visibility

Quizzes

Quiz 1

Quiz 2

Evaluation