How to Export a Loan File
Step-by-step guide to exporting a loan file in industry-standard formats, such as MISMO 3.4, FNM 3.2, UCD, or ULDD.
ℹ️ Note: Access to this feature may depend on your role, loan status, or permission settings. If the option isn’t available, please check with your system admin.
- Within the loan file, in the top-right, click the Actions button (this may appear as a gear icon).
- Select Export Loan.
- The system will default to the MISMO 3.4 file format.
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Click the dropdown arrow to pick a different format if needed.
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Click Export. The file will automatically download to your computer’s Downloads folder.