If a Loan Folder is incomplete or was delivered to you in error, you may return the folder to the originator for additional processing. An e-mail notification, including comments/instructions from you, alerts the originator that the folder was not accepted for underwriting.

• Loan Folders must be returned before selecting an underwriting decision.
• Underwriters do not have access to returned Loan Folders.
• If delivered to contract underwriting, returning the Loan Folder also revokes contract UW access.

Return Loan Folder instructions

1. Click Return Folder from the Actions menu.
   

2. Enter instructions for the originator in the comments section. Comments are included in the e-mail notification to the originator and displayed in the Audit Trail.
   

3. Click Save.

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