The overview page will provide a quick summary of your application. You can also assign agents, add tags and referral sources to the application

On the Identification page, you can input the applicant's personal information, contact details and address. You can also remove a second applicant or the relationship between multiple applicants.

All income sources will be listed in this section including any rental income from owned properties.

All assets (excluding properties) will be listed on this section. Below are the available asset types:

All existing properties owned by the applicant will be listed in this section. If the applicant(s) owns their current address, a property will be automatically created in this section.

On this page, you can pull credit reports and manage the applicant's liabilities either directly imported from credit reports or manually created.

On the Transaction page, you can set the purpose of the loan. Setting the purpose to a purchase will create a subject property.

The property will be listed as the address of the property on the left navigational menu. If this is an existing property, all the information will be taken from the owned property section.

A new subject property will be automatically created if the purpose of the loan has been set as a new purchase.

On the Loan request page you can select the lender you want to submit to and the details of a loan.

On the Submission page, you can select the submission agent and provide detailed notes for the underwriter with any information not provided on the other sections.

Once you are ready click on the Validate and Submit button. The system will first verify the application and displays any issues that need fixing. If there are no errors, you can submit the application.

All your submission history will be available on this page.

You can manage your commissions between different agents on this page.

All documents will be available on this page including documents generated through Lendesk or uploaded.

Use notes to keep internal messages or reminders for you and your team.

Create and keep track of tasks that need to be completed to move forward with this application.

The Activity page will log changes and edits made to the application by you and your team.

The debt service ratios are visible on the right side. They will automatically recalculate as you work on your application and make changes.

You can validate your application at anytime by clicking on the button on the bottom right corner. The system will display any issues on the application that needs to be addressed before you can submit