Finish Tasks
The Tasks page provides an overview of the outstanding items, tasks, and documents that are required to complete the loan application. The Tasks screen provides the ability to:
- Upload documents to complete a task by using the drag, drop, upload button or by clicking the upload icon
- Task status:
- Requested (action required by the borrower)
- Submitted (pending acceptance by the processor)
- Accepted
- Task status:
- Complete forms like the loan application, hard credit pull, or other items required in the approval process
Complete the Loan Application
Completing the loan application is the first step in getting approved for a mortgage! Click on the Loan Application (1003) item in the list of tasks.
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