You can take over an application in progress and complete it for the borrower on the lender side. This can be helpful if the borrower is stuck on the application and needs help completing it.
Take over the application
- Click Take over on the banner. This banner will appear when an application is in progress.
- Then click Yes, take over to confirm.
Note:
- Taking over an application for the borrower will put the application in a post-submission state. This means the borrower will not be able to edit or submit the application.
- Borrowers can still complete follow-ups
- You can still update the borrower's email address if the application gets locked.
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