Exchange is the premier document storage and management system that gives Expert users a single easy-to- use solution to organize, handle, receive and transmit electronic copies of documents related to their deals.
Exchange works on the premise of generating a separate document storage folder for each application created in Expert. Simply put, for each application created in Expert an associated folder exists in Exchange.
Once a document storage folder exists in Exchange, you store documents in it by uploading existing electronic documents from your computer or network, or by having paper documents faxed to Exchange.
With the documents stored in the document folder, you have the following options:
Transmitting Documents to Lender's Exchange Site
E-mailing Documents
Printing Documents
Faxing Documents
Download Documents
How Document Storage Folders are Created in Exchange
If you subscribe to Exchange, please refer to the Exchange Online Help for full instructions.