Shared Information – Accept, Download, Access

When a consumer shares their enrolled accounts in their locker, (tax returns, paystubs, insurance information, letters of explanation, etc.) it will be available in your admin portal under the consumer's name. This will be in the dashboard under “Shared Information”.


Select the shared information account and scroll down to “Accept”. By accepting the file, it will begin to download the data in a Mismo 2.3.1 file, Mismo 3.4 file, a Fannie Mae 3.2 file, and also the attached documents and asset report.


You will receive a notice that your shared locker has been accepted and download is occurring. This may take between 20 seconds to a minute.


Once complete your file will be available in a zip file. Access the documents from the zip file: Mismo 2.3.1, Mismo 3.4, Fannie Mae 3.2 file, asset report, tax documents, pay statements, and more.



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