Adding a State-specific Mortgage Information Request to the Library

Staff users or staff directors can initiate the process for adding state-specific mortgage information requests to the Library. All agency information requests are available for other agencies to view in the system.

About this task

To avoid redundancies and duplication in the SES Library, agencies are being supported before adding mortgage state-specific IRs to the system. This applies only to state-specific IRs under "Mortgage Origination", and /or "Mortgage Servicing." The mortgage state-specific request will be shared with CSBS support users who will assist the agency in determining whether there is a comparable standard that they can use in lieu of the state-specific IR. See Filter Process for State-specific Mortgage Information Requests for more information.

Procedure

  1. Log into SES as a role.
  2. Click View and Manage Library on the home page.
    SES Home Page commands available to staff users and staff directors.
  3. Click Add Information Request.
    The menu bar for adding library items is in the upper right corner of the Library page
  4. Select the desired Business Types.
  5. Select the desired Business Activities.
  6. Select the desired Area for Review.
  7. Select whether the IR is Core or Non-Core.
    Note: Selecting to change whether a state-specific mortgage IR is or does not require it to be submitted to support to undergo the filter process.
  8. Select the Scope Type.
  9. Enter the text of the Information Request.
  10. Upload any Documents.
  11. Click Send to Support. See Filter Process for State-specific Mortgage Information Requests for more information.