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Share Mobile or 1003 with Borrower
Share Mobile or 1003 with Borrower

Share the right thing, for the right client.

Kailey Oswald avatar
Written by Kailey Oswald
Updated over a week ago

***UPDATED VIDEO COMING SOON***

Step One: In order to share your app, click the Share button from the menu on the left side of the screen.

Step Two: A box will pop up after clicking Share. At the top of the box there are two potions, you can share your app with a Borrower or a Realtor.

BorrowerOrRealtor-1

Step Three: Next choose whether you're sending the App or the 1003. If the borrower specifically says they would like to apply for a loan, make sure to click 1003 to send to the borrower.

APP1003

Step Four: When you click 1003, four options will pop up. You can choose to send the Short, Long, Smart 1003 or Custom.

1003Types

Step Five: Choose how you want to send the app or 1003 Application. There are three options; Text/SMS, Email, or Link.

SendTO

Step Six: Click +Add More Info.

AddInfo

Step Seven: After clicking +Add More Info, in the boxes that pop up, fill in as much information as you can about the borrower.

Information-1

Step Eight: Click Send.

SendApp

You can now send you app or loan application to potential borrowers!

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