Send via SureReceipts

 
     

DataCourier gives you a secure way to deliver a copy of the report to the borrower, as is often required for compliance. Using this feature in DataCourier is better than attaching a PDF to an unencrypted e-mail, since such unsecure attachments may constitute violations of GLBA. Here's how it works:

  1. When you've received an appraisal, double-click the DataCourier file to view the Property Details.
  2. On the toolbar, click Send via SureReceipts.

  3. In the dialog that appears, you can enter the Borrower's e-mail address.  Use a semicolon (;) to separate multiple e-mail addresses.

  4. In the Notes field, enter any notes you'd like the borrower to see when they receive the notification that you've delivered the appraisal.
  5. Click Send to deliver the appraisal to the recipients' e-mail addresses.

 


What the borrower sees

DataCourier covers your bases regarding the Equal Credit Opportunity Act (ECOA) rules.  The steps below outline the general workflow of what the borrower or co-borrower sees when a report is delivered using the SureReceipts feature.



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