Step 1: Once you log in to MeridianLink Mortgage, go to "Admin", then "Loan Setup" and then "EDocs".
Step 2: Within the "Configure EDoc System", access to "Folder" tab and click "Add".
Step 3: Name the new folder and select the roles that will have access to the folder.
Step 4: Within the "Doc Types" tab, click "Add" and select the folder that was just made in Step 3.
Step 5: Add in the "Doc Type" and click "OK". **The Doc Type needs to match what LodeStar passes.**
Questions? Email support@lssoftwaresolutions.com.