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.
When using the Full Application option, you can fill in as much or as little information on the 1003 as desired and send out an invitation to the borrower.
Creating a new loan - Full Application
1. Click New Loan from the pipeline screen.
2. Select Full Application from the drop-down menu.
3. Enter information for the borrower, loan type, loan originator.
Note: The minimum required fields are:
- Borrower’s name
- Email address
4. Click Create.
5. Fill in all available information for the borrower.
6. Click Manage Borrowers to add any additional parties to the loan, if needed.
7. Click Invite Borrower.
Resource: Add/Delete Co-borrowers
- The primary borrower has the authority to add or remove any co-borrowers from the application.
- You can always click Save Changes and finish the loan at a later time.
- If all six pieces of information required under TRID are entered, TRID will be triggered. Once this occurs, the application page may lock, and any future edits should be made in the LOS after export.
8. Click Send Application to invite borrower to review and complete the application.
9. Customize the email if needed.
10. Click Invite borrower.
Note: Borrower’s name and email address are the minimum required fields to send out an invitation.
Version: 1.0 Rev: 8/13/19