Managing Lender/Broker Relationships

If an organization is a user of the Desktop Underwriter® application (wholesale), the organization will have lender/broker relationships—which allow lenders and brokers to share loan casefiles.  These relationships are initially established by Fannie Mae, but Corporate Administrators have the ability to deactivate and reactivate the relationships.

When a relationship is deactivated, loan casefiles cannot be shared between lenders and brokers.