Lender Application View

There are three ways that the Lending team can view the loan application.

1. Lender Application View (This page): This is the primary view for LO's and their teams. It is a streamline view of the loan application for power users, and allows the lender to quickly jump between sections and edit. That is the focus of this section of the guide.

2. Borrower Tasks Application View: This view mirrors the borrower experience, so you can see their current progress. Learn more about that view here.

3. Request video Screen share w/Borrower: This tool allows the Lender to request permission to view the borrowers POS browser in real time, so the LO can walk them through the application/tasks in real time over the phone.

Lender Application View

The lender application view is a streamlined view of the loan application experience built specifically for Loan Officers and lending teams. The lender loan application view can be configured with different questions than the borrower loan application so you can fill in additional details that you don't want to bog your borrowers down with.

This view is great for filling out your borrower loan application interview style or for updating key loan details after the borrowers initial application submission.