Starting a Loan Application

Client Information

Select an existing client or input the details to create a new one.

Loan Information

The state is required to verify we can originate there.

Document Request*

The initial tasks a Client/Borrower will see when they enter the Loan Application.

Task Set

Pre-populates the list of tasks provided to the borrower based on common loan types and scenarios.

Add Task

Given their specific understanding of the borrower(s) and a necessity based on the loan application, an originator can request additional tasks from the borrower.

The name and description can be edited to fit the User's needs.