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The Loan Summary is the hub of the loan application. It provides a location to: - Fill the Loan Application - Manage tasks - Access the Client profile |
Fill the Loan Application
You can initiate or complete a borrower's loan application by clicking the vertical ellipses next to Loan Application (1003) and selecting Open.
Manage tasks
The Tasks screen provides the ability to:
- Add tasks + New Task button
- Upload documents to complete a task by using the drag, drop, upload button or clicking the ellipses and selecting Upload
- Tasks are uploaded to the LOS (LendingPad) once the Loan Application is submitted
- Once submitted, documents are uploaded immediately
- Delete tasks if they are requested but not completed
Access the Client Profile
Clicking the borrower's name (highlighted purple) redirects to the Client Portal.
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