Lender Portal XML Generator
Pull a borrower from Airtable and create a DU MISMO 3.4 file modeled on XML exported by Arive. The destination is lender portals such as A&Dβnot Arive itself.
π§ͺ A&D validation required
1Choose active file
2Review portal-required details
3Generate, save, and test XML
π
Pick a borrower to beginThe file loads here as one calm review checklist.
Airtable values load first. Most fields below save back to Airtable automatically when you click away from them β a green highlight confirms it. If a field already had a different value on file, you'll be asked before it gets overwritten.
What each button below does
π Upload a 1003 to prefill this formReads a filled-out 1003 (PDF) with AI and fills in the fields below from it β nothing saves until you review and either edit a field (auto-saves) or click "Save all changes now."
β¬ Download XML fileSaves the .xml file to your computer's Downloads folder β the file for the lender portal upload. Also asks if you want to save it to the client file, so that step doesn't get missed.
π Generate 1003 PDFCreates a filled 1003 form, saves it to this client's Quick Files, and shows it right on this page so you can check every field before trusting it.
πΎ Save to client fileSaves the XML into this client's Quick Files in Airtable. Internal only β the borrower never sees it.
Preview codeJust shows the raw XML text on screen so you can read it. Nothing is downloaded or saved.
Fields already auto-save on their own β use this only if you edited several fields quickly and want to make sure everything caught up.
