Step One: From the left hand menu click Borrowers or Realtors tab to take you to the page of users.

Step Two: Select a user account from the Borrower's page or the Realtor's page.

Step Three: On the Edit User page that opens up click on the Send Mobile App Download button in the upper right hand corner of the user account page.

Step Four: In the window that opens up select the loan officer's app you want to invite the user to from the drop down. Then select if you'd like to invite them via email, sms message, or both. Click Send and you're good to go!