The borrower will begin with the Getting Started section where they will be asked to confirm basic information. This is a required step for ALL types of loan applications.
1. Borrower clicks Activate loan hub link in the email.
2. Creates password.
4. The borrower will begin with the Getting Started section where they will be asked to confirm basic information. Any information entered by the lender will be pre-filled for the borrower. Otherwise, the Borrower would be prompted to add the information.
Note: The above step is a required step for ALL types of loan applications.
5. All follow-ups for the borrower to be completed will be in the Tasks section.
Tip: Borrower should check their spam folder if they are unable to find the activate account email in their inbox.
Note: Currently, NOT supported for export. For Encompass clients, we recommend starting a post-submission loan from Encompass by following these steps:
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.