Overview
Non-ATSU clients upload ADDS (Automated Data Delivery System) files to perform batch updates to their portfolio. Uploading a standardized template enables you to submit new loans, process refinances, change service types, or cancel loan records in bulk.
Steps
Select Loans from the left-hand navigation menu.
Click File Upload in the upper-right corner.
Select Upload.
In the dialog box, select the Request Type from the dropdown menu:
ADDS New Loan
ADDS Refinance
ADDS Cancel
ADDS Change
Select the Type of Search if prompted.
Click Download Template if you need the formatted CSV file structure.
Drag and drop your completed CSV file into the drop box or click Upload File to select it from your device.
Click Submit.
Outcome
Your ADDS file is submitted to the processing queue. The records are validated against Cotality core applications and contracted into your portfolio once processing completes.