Starting a New Submittal as a Third Party/Servicing Agency Administrator

  • Accessing the Start a New Submittal Screen

  • Selecting an Appointing Entity

  • Selecting the Type of Submittal

  • Accessing the Start a New Submittal Screen

    To access the Start a New Submittal Screen, shown below, click on the start a new submittal hyperlink listed in the Common Tasks menu on the eAppoint homepage. The Start a New Submittal Screen includes the eAppoint Wizard which will help instruct you on creating your new submittal.

     

    Clicking Cancel will return you to the eAppoint homepage.

     

    Clicking Next will display the below screen used for selecting the appointing entity for which you are creating the new submittal.

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    Selecting an Appointing Entity

    eAppoint provides the screen below for selecting the appointing entity for which you are creating the new submittal. Each appointing entity that has included you as a Third Party/Servicing Agency Administrator will display on this screen. To select an appointing entity, click within the circle to the left of the entity.

     

     

    Clicking Cancel will return you to the eAppoint homepage.

     

    Clicking Back will return you to the previous eAppoint screen.

     

    Clicking Next after selecting the appropriate appointing entity will display the screen shown below for selecting the type of submittal you would like to create.

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    Selecting the Type of Submittal

    eAppoint provides this screen for you to select the type of submittal you would like to create on behalf of the appointing entity. To select a submittal type, click within the circle to the left of the submittal type. You will need to create a separate submission for each type.

     

     

    Clicking Cancel will return you to the eAppoint homepage.

     

    Clicking Back returns you to the Select Appointing Entity Screen.

     

    Clicking Next after selecting the Submittal Type will display one of the screens shown below depending on the type you have selected.

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