For the complete documentation index, see llms.txt. This page is also available as Markdown.
Screen Share
Screen share is a tool that allows lenders to view their borrower's POS browser window upon request. This feature facilitates real-time assistance from LOs and team members for borrower questions on the application, tasks, and technical support.
How to User Screen Share
Login to the POS and go to the borrowers loan file
Find the screen share icon on the toolbar on the right side of the screen.
The Screen Share button available in the Lender Hub
Initially, we check if the borrower(s) are logged into the POS since they must be online to provide permission to share their screen.
None of the borrowers of the application are currently online
One of the borrowers of the application is online
If the borrower is online click Send screen share request to borrower
Both borrowers are online and the agent can choose which of the two borrowers requires assistance
If the borrower grants permission, they are connected with their lender. This allows both parties to view the same information on screen. The borrower can observe the lender's actions in real-time, and the lender can provide clear guidance and instructions to the borrower as needed.
Agent side Screen Share
Same view from the borrower's side
Several helpful tools are located at the bottom of the Lender's display to help guide borrowers. Lenders can highlight the cursor or draw on the screen to illustrate their point.
In order from left to right: change agent pointer color, show pointer to borrower, draw on screen, and highlight mouse location
Agent side mouse location
Borrower side mouse location
Agent side draw on the screen option
Borrower side draw on the screen option
After the session ends, you will need to request permission from the borrower again to reconnect.
Value to users: Lenders can guide borrowers who need assistance during the application process in real time.
Leveraging this Feature: This feature will be enabled for all organizations by default. If you do not see it please contact help@himaxwell.com for support
