UCDP – EAD

Creating a Lender Agent Relationship with SettlementOne Valuation

Please follow the steps listed below:

  1. From the UCDP home page, click the Account Administration tab and select User and Business Unit Administration.
  2. Along the left navigation bar select the “Relationships” link
  3. Select “SettlementOne Valuation” from the dropdown selection of lender agents and the permission level (recommended is full permission)
  4. Click “Invite” – the relationship will then go into a pending status until SettlementOne accepts the relationship invitation.
  5. Once linked up you still need to assign the seller number(s) to SettlementOne for that relationship.
  6. Select the relationship, SettlementOne Valuation, from the Administration-Relationships Details page, click edit to access the Administration-Seller Numbers page.
  7. After you select edit, select the appropriate seller numbers and click add to activate with SettlementOne

 

Establishing an EAD Lender Agent Relationship with SettlementOne Valuation

Please follow the steps listed below:

  1. From the EAD home page, click the “Account Administration” tab and select “User and Business Unit Administration.”
  2. Along the left navigation bar select the “Relationships” link
  3. Once on relationships, click on the Lender Agents drop down (mid-screen) and scroll down to select “SettlementOne Valuation” then, on the far right of the same screen, click “Invite.”
  4. From there, an invitation email is sent to SettlementOne  which will be accepted within 24 hours.  Until then, the relationship will show as a  ‘pending’ status.  Once accepted, the Lender must still  activate   SettlementOne Valuations as a Lender Agent completed with the last step four below.
  5. From the Relationships page, click the ‘Select Relationship’ dropdown and select “SettlementOneValuation “then click on “update status” (right side of page) changing it to “active”.

Once complete, you will have successfully enabled us to submit FHA appraisals to EAD on your behalf.