Loan Applications

The loan portal can be accessed in the Dashboard Menu.

Clicking a loan application in the list will display the applicants current progress in the application, along with any co-borrowers progress listed beneath them.

In the top right corner of the application you can find the option to attach the application at a co-borrower on another existing loan, archive the application to remove it from your loan portal list, or delete the application entirely. Beneath these options you can assign or change the current assigned loan officer, and beneath that is the option to download the PDF or XML file of the application