Mortgage 1

Loan Applications

Loan Applications can be accessed in the Menu.

Clicking a loan application in the list will display a list of Status Updates along with an additional menu button near the top that can be used to Assign a Loan Officer, Delete the Application, Download a .PDF of the 1003, or Send Notifications.

Clicking the Clipboard Icon that is labeled ‘Application’ to the right of the assigned Loan Officer will display preliminary application data (like that applicant’s contact information), attached documents, and Notifications.