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Managing, viewing, and editing loan files. Includes information about milestones, conditions, rates and how to send out letters.
How to Send Out Pre Approval Letters
Creating a New Loan
Doc Send Feature
Loan Officer Approved Scenario (In Process of Update)
Controlling borrower Pre Approval Letter Request Access
Sending Milestone Updates
Loan Conditions Overview
Reminders Are Not Saving Right
Adjusting Loan Program Options for Borrowers
How To: Download Conditions in Bulk
Milestones Value
Two Loan Programs Available to your Borrowers
Adding Due Dates and Assigning Conditions
New Loan Officer Loan View
Loan Conditions - Asking For Loan Documents
How To: Correct APR
Setting Pre-Approval Letter Expiration
Rate Adjustments
Converting a Lead to Loan in Pre-Approve Me