# 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

1. Login to the POS and go to the borrowers loan file&#x20;
2. Find the screen share icon on the toolbar on the right side of the screen.&#x20;

<figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2FxvasrrA6yhugp1fG6RSH%2FCaptura%20de%20pantalla%202024-03-12%20204942.png?alt=media&#x26;token=89989623-2bf2-4ef1-8072-80afd3722eb3" alt=""><figcaption><p>The Screen Share button available in the Lender Hub</p></figcaption></figure>

3. Initially, we check if the borrower(s) are logged into the POS since they must be online to provide permission to share their screen.

<div><figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2F3qjXjnBrR7b4qy962w8L%2FCaptura%20de%20pantalla%202024-03-12%20210018.png?alt=media&#x26;token=a1247757-8d5a-488b-9348-3a834e2ec621" alt=""><figcaption><p>None of the borrowers of the application are currently online</p></figcaption></figure> <figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2FOgmytBtSIZvzQZiXLbdb%2FCaptura%20de%20pantalla%202024-03-12%20210150.png?alt=media&#x26;token=b5e237fa-926a-416f-85f9-d598a22fe847" alt=""><figcaption><p>One of the borrowers of the application is online</p></figcaption></figure></div>

4. If the borrower is online click **Send screen share request** to borrower&#x20;

<figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2F3LQeOTwkpRvrymc7sClL%2FCaptura%20de%20pantalla%202024-03-12%20210951.png?alt=media&#x26;token=b12db83b-a89d-4da5-80c7-e1ff61799f1d" alt=""><figcaption><p>Both borrowers are online and the agent can choose which of the two borrowers requires assistance</p></figcaption></figure>

5. 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.

<figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2Fa2NGu4bxBhLMvhfYLuGM%2FCaptura%20de%20pantalla%202024-03-12%20211226.png?alt=media&#x26;token=c46572e1-f4e1-4c35-9578-9fe7320dfc2e" alt=""><figcaption><p>Agent side Screen Share</p></figcaption></figure>

<figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2FK6vwvVld5lOYA5AKCqdP%2FCaptura%20de%20pantalla%202024-03-12%20211243.png?alt=media&#x26;token=9c44335f-3648-46db-992c-5e38b480639d" alt=""><figcaption><p>Same view from the borrower's side</p></figcaption></figure>

6. 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.

<figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2FYCNxufgRRuAeiQEwDkAS%2Fimage.png?alt=media&#x26;token=4b3563af-d3e7-4e91-919d-dcdf1bd16edc" alt=""><figcaption><p>In order from left to right: change agent pointer color, show pointer to borrower, draw on screen, and highlight mouse location</p></figcaption></figure>

<div><figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2Faove7sZh6BUQ8ezjnw9y%2FCaptura%20de%20pantalla%202024-03-12%20211502.png?alt=media&#x26;token=1649f3d6-3872-4d58-8ea5-7cf593a52dd6" alt=""><figcaption><p>Agent side mouse location</p></figcaption></figure> <figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2F5OgnxEn0IQ4WGF5n3sAD%2FCaptura%20de%20pantalla%202024-03-12%20211531.png?alt=media&#x26;token=3dd4d289-43f4-4395-b220-6056dd579890" alt=""><figcaption><p>Borrower side mouse location</p></figcaption></figure></div>

<div><figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2FYU0xpVGvgmAwT7NGk6c5%2FCaptura%20de%20pantalla%202024-03-12%20211614.png?alt=media&#x26;token=2fac79e2-715f-4baf-9dd4-5bc25116eca6" alt=""><figcaption><p>Agent side draw on the screen option</p></figcaption></figure> <figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2FDyCiG7UE8a65iPatlqkQ%2FCaptura%20de%20pantalla%202024-03-12%20211630.png?alt=media&#x26;token=ead18510-664e-43e2-9bff-db51aa415c92" alt=""><figcaption><p>Borrower side draw on the screen option</p></figcaption></figure></div>

7. After the session ends, you will need to request permission from the borrower again to reconnect.

{% hint style="info" %}

* **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&#x20;
  {% endhint %}
