Sharing a Loan File

We have a share loan file feature with many options that support multiple use cases like sharing a loan to potential lenders, investors, or title companies.

After you have clicked on the "Share this file", multiple options will appear which you can click on the hyperlink or click on the copy icon to have the link in your clipboard.

The links will point you to a webform application, where it may have either redacted, read only or access to uploaded docs.

(If you do not see this feature, a manager in your company needs to provide you access in your permissions)