During registration, the system is setup to understand the schema/format of loan data file submissions. LOS specific reports are available to assist in the data transfer process. These reports will map the data to fields within MACH3 .

Data can be submitted in one of the following ways:

  • Manual online data input

  • Real-time or batch submission using web services

  • Real-time or batch submission using secure FTP

  • Data file submission using HTTPS

  • Submission of a data file via email

  • Data files on encrypted removable media

Manual Online Data Input

At the time of manual data input you will be required to tag the input files according to the activities you desire the system to initiate for the group. Choose the radio button next to the appropriate selection to subscribe this group for inclusion in:

 A (1) Newly closed loans to be added to my Automated Program to retain current clients - this will initiate the client retention  marketing campaign that you have designated as your default new client automated program. Typically this option is chosen for clients for which you closed a loan 3 months ago or less.

An (2) Older loans to be added to my Automated Program to revive past clients - this will initiate the client retention marketing campaign that you have designated as your default past client automated program. Choose this option for loans that are several months/years past closing date to revive the relationships with these borrowers.

(3) Loans to be added to my MACH3 database only (no automated program) - this will add these borrowers into your online database for inclusion in you reporting analysis and available for on-demand custom campaigns. No communications will be automatically generated for these borrowers.

Although you will have an opportunity to change the activity for any particular borrower before activation onto a program, it is advisable to prepare separate files of borrowers groups that adhere to these categories before proceeding to upload files.

Once you have selected the appropriate radio button corresponding to the marketing activity desired for the file/individual borrower, data can be submitted through the online interface in one of two ways:

Uploading a Loan Data File

Step 1) Download the sample spreadsheet provided and input the loan data making certain to map the appropriate fields to the column headings provided or see important instructions for utilizing your own spreadsheet.

Step 2) Save the completed file on your computer.

Step 3) Use the (4) Choose File button to locate the file on your computer and upload the file using (5) Upload file button.

Step 4) You will be presented with a confirmation that the file has been successfully uploaded.

Enter Data Manually

Step 1) Input (6) First Name and (7) Last Name of primary borrower into the input fields.

Step 2) Click (8) Add Loan button.

Step 3) You will be redirected to the loan details page where you can complete the data entry for this borrower, including loan details.

Step 4) Click (9) Save changes at the bottom of the page when complete. This will write these details back to the database.

Step 5) To enter additional borrowers click (10) return to data entry at the bottom of the page.

Step 6) Repeat this process for all addition borrowers.

Step 7) When data is received, a confirmation of receipt is sent to the nominated loan data contact, the company's manager or the individual LO that submission was successful.

MISMO Uploading

Where MISMO standard documents are to be submitted, the structure and format of the data is assumed to be MISMO compliant and data import will take place automatically.

Pre-made LOS Reports

Where the client has opted to use one of our LOS reports, the field mappings for that report are retrieved and data is imported automatically.

Where the client has never expressed a data file format preference, a human is tasked with viewing the submitted file, determining its format and structure, and creating the field mappings in the system for this particular client.

The file is then resubmitted for import, the file structure is then understood and automatic import takes place. From that point forward, all further submissions with the same format are automatically imported.

Should a file be received that does not fit an established loan data format, or the data in a file simply cannot be understood, a human is tasked with reviewing the uploaded file and if necessary, contact the client to resolve the issue.

Imported data is stored based on a number of rules:

  • Data submitted at any company level can contain client branch/LO id/codes to direct ownership of a particular loan. If included in the loan data, the system can find the specified office/LO and link the loan with the correct entity

  • Data can be submitted at all levels (individual LO, branch, corporate, etc), ownership matching only operates down the organizational tre1

  • If no ownership data is included, ownership matching can be done using branch office name/address and/or LO name/address. This is known as fuzzy-matching.

  • If fuzzy-matching is not used or the system cannot derive an owner for a particular loan, the loan will be stored in a holding pen for later review and management by the appropriate company manager.

When data is transferred to TTP Enterprises, the records will be tagged for import into a database of one of the following types: Borrower Database, Prospect database, Applicant Database or Partner database.

Report Info

Below is a list of information you will want to include when you prepare your report for upload. The system automatically collects and displays data as listed below.

Each field that is collected serves to provide valuable information for building your database, therefore, it is very important to include as many fields as possible when compiling your report.