Locating Disclosures and Forms in LoanAce
To avoid unnecessary clutter, many of the available disclosures and state-specific forms are located in the print menu.
- Click the Print button on the top menu bar in LoanAce
- Expand (+) to view all available disclosures/forms included in that section
- Use the green arrows to put desired forms into the Selected Forms box.
Options:
- Click Preview to view the appearance of documents in the 'Selected Forms' tray.
- Click Save As PDF to save selected forms into PDF format onto your computer.
- Click Print to print selected forms.
Printing:
- With Data will print out all entered loan, borrower and company information.
- Without Data will print out the selected forms with no information.
- Company Information will only print company information entered in your LoanAce settings.
Please let us know if there is a specific form or disclosure you would like available in LoanAce. E-mail the form along with a brief description to info@teravendo.com
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