This document is a short set of instructions on how to upload a loan file into the Pointservices platform.
Login to our Pointservices website at https://www.pointservices.com

Enter your assigned username and password then press LOGIN

Once you have successfully logged into the system you will land on the NEW loan page. From here press Select File to start the loan upload process.

Select your loan file format, Pointservices supports MISMO and DU3.2 file formats for loan uploads.

Select your loan file from your computer.

Press OPEN to initiate the upload.

Once the upload is finished you will see your loan number and a summary of the borrowers and address. Using the product drop-down select the report you require.

After you select the desired product the order entry screen will appear filled out with your loan data. In some cases there may be some missing information which can be correct on this screen. In this example there is some missing information for John Homeowner.

In this example the employer address is missing for John Homeowner. Complete the missing fields and press SAVE.

Once your loan data is complete press the SUBMIT button to initiate your order.
