Integration Overview
With the integration between TMO and DossDocs, loan data is now seamlessly sent from TMO to the DossDocs platform for a consistent and thorough process in generating compliant docs & disclosures for all 50 states.
NOTE: For an interactive tour of the integration, please visit here.
Activating the Integration
To get started with activating DossDocs, you'll first head to the Options gear in the top right corner of TMO. From there, you'll see the section for Integrations near the top, and an option for DossDocs reflected within that group.
Once on this page, flip the toggle at the top to the "On" position. This will begin activating the integration. You'll then enter the catalog name of The Mortgage Office where requested, and check the box for Store completed document packages in The Mortgage Office if you would like that functionality.
Click OK at the bottom to save the change and exit the Options.
Sending Application Data to DossDocs
In Loan Origination, open the loan you want to send to DossDocs. From the loan's Overview page, select More Actions in the top-right corner, then choose Order DossDocs from the dropdown.
This sends the loan's data to DossDocs to begin the document generation process.
Navigating DossDocs
With the loan sent, continue the process in DossDocs. The left-side menu guides you through each step, starting with Lender Information and progressing through Title Data, Loan Details, and more, ending at Review.
The workspace on the right displays the data for your current step. For example, when you reach the Borrower Information section, the borrower's data will appear on the right for review.
NOTE: Data synced from TMO will appear pre-filled in DossDocs, but review every page carefully. Some fields don't exist in TMO and will need to be entered manually.
Reviewing, Editing, & Receiving the Completed Docs in TMO
Work through each step to advance toward final document generation. The last step is a full review of all loan data for accuracy. If anything needs a correction, select the pencil icon 
next to that item to edit it.
Clicking the pencil icon button takes you to that respective section so the change can be completed and saved.
TIP: After saving a change, select Continue at the bottom to return directly to the Review step.
Once complete, the finished loan documents are available in several ways:
- Automatically returned to the loan application in TMO
- Downloaded directly from the DossDocs confirmation page
- Emailed to a specified address
- Downloaded as a single ZIP file