The platform supports both styles, and you can mix them on the same deal.
Hands-off: the client does the work
You share your signup link or invite the client into their portal. They complete the branded intake and upload documents themselves. Their intake answers and their uploaded documents sync into your account, so you are not re-keying anything.
Click through the walkthrough above to see what the client actually does on their side.
White-glove: you do the work
You create the business and fill the application on the client's behalf, and the deal stays entirely on your end. The broker-side form covers the same ground the client would be answering.
Blending the two
A common pattern is to invite the client for initial setup, then drive the rest yourself. Pick whichever split suits the client in front of you.
Related
Share With Clients. The steps for the hands-off route.
Creating a Deal on the Platform. The steps for driving the deal yourself.
Signup links. Where the self-serve link comes from and how to share it.
Can my client see which lenders I am working with, or is that hidden?. How much the client sees under either style.
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