Direct Video Link: https://youtu.be/qxD3fZpAfIw
If you need to send a 1004D Appraisal Update and/or Completion to a lender, chances are it’ll be via MISMO XML or in an .ENV format. To do this, it must be the primary form in a report and not an addendum.
There are two main ways to do this:
Converting Report to a 1004D
The easiest and most straightforward way to make a standalone 1004D report is to convert the report you’re doing an update on, then save it as a new report file.
1. In the Report panel, select Add.
2. In the Forms Library dropdown list, select Primary.
3. In the search box, enter "1004D".
4. The form will appear in a number of categories. Drag and drop one of them over to the Report contents on the right.
5. A message will appear, warning you that you’re about to replace the current primary form. Select Yes, then select Save and Close.
6. Change your report's file number, then go to the Home tab and select Save As.
7. Go through the report and add, change, or remove any information as needed.
8. When ready, go to the Orders tab to deliver the report.
Importing into a 1004D
The second method involves starting a new 1004D report and importing the needed information from the original report.
1. In the Backstage view, select the New tab, then enter "1004D" in the search box.
2. The form will appear in a number of categories. Select one of them, then select Create Report.
3. Go to the Home tab and select Import Forms. Select your existing report in the File dropdown list or select Browse to find it.
4. Clear the checkboxes for any forms you don't want imported, then select Import.
5. Go through the report and add, change, or remove any information as needed.
6. When ready, go to the Orders tab to deliver the report.
