To integrate with your LOS, you must first tell it which tool you use.
- Hover your cursor over Loan Apps in the toolbar at the top and click LOS Integrations in the toolbar that appears.
- From the list on the left, mark your preferred LOS. If you're preferred LOS isn't listed, just set your XSite to use the Fannie Mae DO\DU 3.2 option.
Note: If you're using Calyx Point or BytePro as your LOS system, those have specialized processes for importing/exporting loan apps and statuses. For Calyx Point, simply set up integration with Calyx via XSites Desktop. For Byte see our Tech Doc on setting up integration. In each case, skip these steps and follow the specific instructions in this note for your LOS.
- If you're the administrator of your site, you should also see additional check boxes allowing you to lock other users into using the same LOS integration settings or allow them to configure their own. To lock other users or unconfigured users into the settings you dictate, check each of the available boxes on the left.
- Click Save to complete your configuration.