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            How do I start a Loan Application?

            Modified on Thu, 22 May at 6:26 PM

            You can start a loan application by either

            1. Visiting the Loan Pipeline tab
            • Click + New Application
            • Select a client or fill out the Client Information fields to create a new client
            • Add the loan Information
            • Assign your processing team members
            • Choose a Task Set
            • Click Start Loan Application
            1. Open the Client
              • Click the vertical ellipsis
              • Select "Start Loan File"

             

            Either way, the client will be emailed a link to the Loan Application, which can be started immediately!

             

             

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