Starting a Loan Application

Modified on Thu, 22 May at 6:30 PM

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.

 

Clients receive an email with an invitation to complete their loan application.

 

*only available to licensed users

 

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