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.
After creating a new loan, loan teams can invite borrowers to review and complete an application or create a “Follow-Ups Only” loan where borrowers are able to submit documents if no application review is necessary.
Sending an invite to a borrower
1. Click Invite Borrower from the application page or click Save and Close on the Quick Intake Form.
2. You will have the following options:
a. Click Send Application to invite borrower to review and complete the application.
b. Click Request Follow-Ups to request documents only.
Resource: Refer to Create Follow-Ups only loans for more details. (Coming soon)
3. Select desired application type from the drop-down menu.
4. Customize the email if needed.
5. Click Invite borrower.
Note: Borrower’s name and email address are the minimum required fields to send out an invitation.
Resource: Re-send an Invitation
Version: 1.0 Rev: 7/22/19