Submiting a loan to CMG
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Login
A new page will pop up and will ask you for your username and password. If you have this info, log in now (if you are an LO your username will be your full email address, for admins/processors this will be your broker ID with CMG). If you’ve logged in before but have since forgotten your password, click the ‘Forgot your Password’ link, enter your email address and a new password will immediately be sent to you.
Uploading your Electronic 1003 (Typically a Fannie Mae file exported from Point/Encompass or your loan origination software)
Then click ‘Upload Loan’:
Make sure to choose Fannie Mae DU as the file format type. Even if you use Calyx Point, we’ve exported the file to Fannie Mae format earlier and the system will expect Fannie Mae to be chosen. Browse to the file you exported from your LOS earlier and then choose a loan program. The ‘Contact Name’ field will be a drop down list. Choose the LO assigned to the file. If that particular LO is not in the drop down, they will have to be added by your administrator/processor. It’s always a good idea to add your email address in the email address field and then your contact information in the comments section:
When you click ‘Submit File’, you will get taken to your confirmation page. It’s always a good idea to print this page for your records. It will give you your CMG loan number. Once printed, and if you have all of the supporting documentation ready to upload, click on the borrower’s name listed in the table:
Uploading Supporting Documents Click on the ‘Upload a Document’ button:
Browse to the file you are uploading and then choose the appropriate category. Everything you submit will be in one of these categories highlighted below:
An abbreviated description will display below the dropdown box showing you what type of information we expect in each category. Here are some examples: Submission Form, GFE, etc. should go in the ‘INITIAL HANDWRITTEN 1003/ADDENDUM’ category:
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