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Retracting a Disclosure Package

Updated

Description:

Retracting a package removes it from the nCino Mortgage file. Retracting a disclosure package is permanent and cannot be undone. Retracted disclosure packages cannot be retrieved. 

Steps to resolve:

Here are common reasons packages are retracted:

  • It was sent out in error.
  • The package itself contains errors (wrong documents, assignments, etc.).
  • An email address needs to be updated (and company does not wish to reset for compliance).
  • The Loan Officer on the package has been changed.

Web:

  1. Find the Disclosure Package under the borrower's tasks or in the Package Tracker.
  2. Click on Track Disclosure Package.
  3. You will be taken to the Package Tracker. Click the three dots in the upper right corner of the package details to bring up the menu.
  4. Click on "Retract Package". 

  5. The below menu will pop-up. Click "Retract Package".

  6. A banner will appear confirming the package was retracted.

Solution:

Before you retract a package, please remember that retracting a package is a permanent action that cannot be undone. Retracting is a permission setting that can be enabled for user types, but is typically allowed for Admin level users. 

 

 

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