Step One: From the top left corner of the Dashboard, click on the option to Start Loan from Scratch.

Step Two: Input the borrower and loan type information. If you're setting up a purchase, you'll be prompted to enter more information.

Step Three: Choose your Qualified Loan Program Type from the dropdown menu.

Step Four: If loan type is purchase, then make sure to check the status is marked as Qualified.

The Loan Officer's Approved Scenario should say Qualified—if it doesn’t, then there’s something wrong when the loan program guidelines are compared to the subject property info and/or the borrower’s income & debts. A Not Qualified status will show the reason under the status.

Step Four: If there’s a problem with your loan scenario, you can change the details by clicking on the Loan Officer Approved Scenario box. Change the information as needed and click Save.

Step Five: Now that the loan has been created, scroll to the top of the Loan Dashboard. At the top of the dashboard you will see a notification with a Invite Borrower button, click Invite Borrower.

Step Six: Choose how you would like to invite your borrower. We recommend choosing Both so the borrower will get an Email as well as SMS. Click Send.

Step Seven: If your status is still Not Qualified you can view and adjust the guidelines by clicking Programs in the left hand menu.

Step Eight: In the loan type dropdown menu, there will be a calculator icon next to any program types you have made available to the borrower: select the program type from the dropdown menu and then select the checkbox: Make this program available to the borrower.

Step Nine: You can also change the program type’s Restrictions as well as other details.

Step Ten: Make sure to click Save Changes in the banner that appears along the bottom of the web page.