Deliver to borrower
Release the accepted report, send it to the borrower, and track acknowledgement and download.
Once a report is Report Accepted13, it can be delivered. Delivery releases the report, sends it to the borrower, and tracks that they received, acknowledged, and downloaded it.
Sending the report
Confirm the borrower
Send the report to the borrower
Borrower acknowledges and downloads
The borrower opens the link, acknowledges the terms, and downloads the report. Acknowledgement and download are tracked on the order.
Delivery to other recipients
Beyond the borrower, reports can be delivered to configured recipients (for example, the client or downstream systems) according to your delivery configuration.
| Action | Endpoint |
|---|---|
| Send the report | |
| List delivery configurations | |
| List delivery records |
Borrower links are tokenized
The borrower receives a secure, single-purpose link rather than a login. The token is validated server-side before the report is shown or downloaded.
| Action | Endpoint |
|---|---|
| Validate the send-to-borrower link | |
| Download via token |
Whether the borrower has acknowledged terms and how many times the report has been downloaded are recorded on the order, so you can prove delivery when needed. See Audit trail & history.
What's next
For qualifying loans, the report is also submitted to the GSE portals before the order is fully closed.