video1.0<iframe src="https://www.loom.com/embed/6fbe7a07e967477d9df6e2cdc4cc8b04" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/6fbe7a07e967477d9df6e2cdc4cc8b04-dd6b5f52402e8a78.gif458.966667In this video, I walk you through the process of generating loan estimates and initial disclosures using the Doc Magic integration within our system. I cover how to enter your credentials, set the loan status to 'loan setup', and review the necessary fields before generating disclosures. You'll see how to preview the loan estimate and make adjustments as needed, ensuring compliance with Doc Magic's requirements. I also demonstrate how to send documents for e-signing and track their status. Please make sure to follow these steps carefully to ensure a smooth workflow.