DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.
The Overview tab is where you go to see where your borrower is in their application. It also displays all the processes associated with a loan (for context, a "process" refers to a specific section of the application). You can view what your borrower has uploaded and request follow-ups. For more information on what processes are and how to add/delete them, please refer to the following article.
You can also add new processes and complete existing ones. All processes with the label “Borrower” to the right of the title are visible to the borrower and can be completed by either you (the Loan Officer) or the borrower.
If a process hasn't been completed, you'll be able to see it at the bottom of the page. Once the borrower (or the LO) completes a process, the Overview tab will update in real time to reflect the progress of the application.