Lending QB App and Virtual Printer Setup

Real Estate uses Lending QB which requires the installation of BrowserXT, ePrintDotNet and Lending QB VPrinter (all located \\helpdeskstor\General\LendingQB)

 

Word Macro Message:

Go into Control Panel \ Programs and Features \ Office \ Change \ Add

for Word, Excel and Powerpoint, set all to Run from my computer

 

 

• Uploading documents using the virtual printer (see attached for detailed instructions)
  • After you have finished installing LendingQB VPrinter, you can upload documents using the virtual printer by following the instructions below:

1. Open the PDF to upload
2. Go to File >> Print
3. Select LendingQB from the printer name drop-down menu

 

1. A Login window will appear. Enter your LendingQB login credentials and click Login
2. The LendingQB process window will display the status of the upload. You can also drag and drop the documents into the Dropbox instead of using the print method described above.

 

1. Click the Process Uploaded Files button to open the EDocs Dropbox, which is an area where you will choose which loan file and doc type the document(s) below to.

 

 

 

1. You can also access the EDocs Dropbox from your Pipeline
2. Click Apply to upload the document to their assigned file