Click Certification/Pre-Approval under the Management menu to display the Certification/Pre-Approval - Quick Search Criteria screen.
Enter the criteria to search for the loan to be certified then click the Search Loans button.
Double-click the loan to certify in the Loans grid. This opens the Certification tab.
Review the information in the Certification tab.
Click the Add button below the Product Codes field and select the code from the pop-up menu to add a product code.
Click the See Income button to check income and tax information in the Incomes tab.
Select the appropriate Certification Approval option:
I have reviewed federal tax returns for the period of three years preceding closing for mortgagor(s) and spouse(s). I have verified that a mortgage interest deduction was not made.
This loan meets the qualifications of the program and federal tax returns are not required.
Review and verify the statements below then check I certify the following.
Click the Submit Certification button.
An approval message - "The Certification of the loan has been approved" - is displayed and the loan stage is changed to Commitment.
See the section titled Certification/Pre-Approval in the technical portion of this guide for further details.