Client InformationSelect an existing client or input the details to create a new one. |
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Loan InformationThe state is required to verify we can originate there. |
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Document Request*The initial tasks a Client/Borrower will see when they enter the Loan Application. Task SetPre-populates the list of tasks provided to the borrower based on common loan types and scenarios. Add TaskGiven 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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