1. Pipeline Manager- Broker Upload Training
Presented by: Geoff Messerschmidt

2. Benefits
Recent updates to Pipeline Manager now gives brokers the ability to upload files directly from your loan origination System by uploading a loan file in a Fannie Mae 3.2 file format.
Ease of use
Reduced processing time
Ability to check status of a loan in real time and review files notes from lender
Lock loans without delay of file input

3. Granting Access
Broker Admins will need to grant access by updating their teams individual profiles in Pipeline Manager as follows:
Click Administration
Click User, then Broker Profiles
Select User 1 2 3

4. Once in the User screen, select “Edit Broker Profile”.

5. Updating Individual Profiles
Broker Admins can update their teams individual profiles in Pipeline Manager as follows:
Allow New Loans: Select Yes
View Document: Select Yes
Upload Documents: Select Yes 1 2 3
Broker Admins will have ability to update Loan Files submitted by their Loan Officers should the loan officers be unavailable

6. To Upload a New Loan
1. Click on the Pipeline tab & then “Active Pipeline”.
2. Click on “Upload New Loan”. 1 2

7. Uploading to the Carrington Underwriting Pipeline
Click Select to upload the file from your documents
Select your borrowers loan type under “Loan Program”
Select your Broker Loan Officers Name
Enter your address
Add any additional comments specific to the Loan File

8. Email Confirming Submission
Once completed, an will be generated informing you that the new 3.2 file upload has taken place through pipeline manager*
*A similar will be sent to the assigned Account Executive and the loan set up group informing them of the new file upload. The file will now be in “Registered status”.

9. View Uploaded Loan
Once the system successfully receives your file you will also get a pop up screen congratulating you on your successful submission.
Once successfully submitted , click “Back to Pipeline” to view the loan that was just uploaded

10. File Summary Screen
Select the loan you uploaded. And proceed to the file summary screen.

11. Once in the summary screen, select “Upload Document”.

12. Supporting Documents
At the Document Upload screen you can upload your initial package by selecting loan documents that support your previously uploaded 3.2 File.
Once you have uploaded your supporting documents, make your Document Type selection. 1 2

13. When selecting Document Type, make sure you select the correct type, for example:
Initial Submission of Documents
Trailing Documents for Initial Submissions
Condition Clearing Documents 1 3 2

14. Internal Email Notification
When initial or additional documents are uploaded to the system by the broker, the internal team will receive a notification (as shown below) indicating which bundle label the documents were sent to.