Bundle Sets

A relatively new feature enabled in workflow for XDOC is the concept of "Bundle Sets." Bundle Sets are a collection of one or more bundle profiles delivered together. For example, you may have a loan that needs to go to an investor and a servicer. This has become increasingly common in the mortgage industry as different document sets for a loan need to be delivered simultaneously to different locations for various purposes.

Creating a Bundle Set - Bundle sets are very easy to set up and launch in XDOC

In the Bundle Sets page, click CREATE
The Bundle Set Editor will open

Enter the following information

Field	Description
Name	The name for the Bundle Set
Code	An addition Code reference for the Bundle Set
Description	Any added description if needed
Active	Choose "Yes" to make it active, or available for use
Sequence	The sequence that bundle set show up in the bundle set landing page

Choose the Bundle Profiles that will get sent with this bundle set
a. To choose a bundle profile, either double click on the bundle profile in question, or highlight the bundle and click the green "add selected" button. b. The order you choose will be the order that the bundle profiles get sent. You can set the order here or after the profiles are chosen by clicking the select box and then clicking the up arrow or down arrow. c. Set the "required" field to yes for all profiles where the sending this profile will be required. You can set this either at the time of adding the profile to the list, or after it already added by choosing "yes" from the appropriate dropdown box. d. Click SAVE when you're done

Sending a Bundle Set - To send a bundle set, navigate the appropriate loan and follow these instructions:

From the Document Viewer, click the bundle icon
Click on the “Set” radio button
Click the Bundle Set dropdown
Choose the appropriate bundle set
Verify all information as needed, including inputting any additional required information at the bottom of the screen.
When all information is correct, click SEND BUNDLE