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The Loan Summary is the hub of the loan application. It provides a location to: - Complete the Loan Application - Finish tasks |
Complete the Loan Application
Completing the loan application is the first step in getting approved for a mortgage! Just click the document upload icon next to Loan Application (1003).
Finish tasks
The Tasks screen provides the ability to:
- Upload documents to complete a task by using the drag, drop, upload button or 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, or other items required in the approval process
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