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Loan Application
Updated: October 10, 2007
Downloading Online Loan Applications
Login to your Account Administration and navigate to this page:
Loan Apps> View Loans

Online Loan Applications cannot be viewed online and must be download and imported in to your Loan Origination Software (LOS).

Loan Application

Step 1 Select the LOS used by your company for processing from the drop down list.

Step 2Each incoming loan is displayed along with some basic information about the loan and the borrower(s). Click the Borrower link to initiate the file download.

A dialog window will appear. Save the file to your local computer.

  Please note: If the borrowers have chosen to apply separately, there will be 2 files to download. Repeat Step Step 2 and save the loan files from the Borrower link as well as the Co-Borrower link.  
You can now import the downloaded file into your LOS.


Reassigning and Deleting Pre-Qualifications
Loan Application

Step 3The broker can reassign an online loan application to any loan agent by selecting a loan agent from the drop down list and clicking the Reassign Loan button. The loan will still be viewable by the broker here but will now appear for the assigned loan agent as a loan application when they log in to their account administration.

Step 5To permanently delete a loan application, click the associated Delete link.
 
 
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