- From the Pipeline screen, click on the loan ID of the application you would like to view.
- Under the “Forms” tab on the top of the screen, Select “Print Custom Document Set”
- There are several tabs on the following page including “Origination”, “Disclosure,” “FHA”, “VA”, “USDA”, etc.
- Individually select the forms you want to include.
- When finished, scroll down to “Print Options” and choose whether you will Password Protect the file, Print Blank forms, Package Forms Individually and Append Template to Selection.
- Click on “Generate Document Set” when finished. Refresh the following page to discover the file is “Ready”.
- Here, you can view the file as a PDF, in the ebriefcase, view, or delete it.