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v3
User Manual
Submit loans, track status & upload docs as a borrower
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GETTING STARTED
Introduction
Key Features
Users & Permissions
How to add or remove users
User Permissions
Plans & Billing
Data Management, Security & Privacy
SETTING UP THE PLATFORM
Overview
Account Setup: Onboarding Checklist
Company Information
Loan Program Setup
Internal Loan Programs
CRA-3rd Party Integrations
Required Docs
Document Library
Doc Wizard- Google Docs & Sheets Integration
Custom Docs with E-sign
Workflow Steps
File Status/Loan Stages
Sub Status aka Tags
Webforms & Logins
Loan Guidelines
File Tab Display Order
Form Fields- Quick & Full Loan App and other tabs of loan file
Automations
Loan Servicing
Lender/Investor Marketplace
Pricing Engine
White Labeling/Private Labeling the Platform
Website Templates
USING THE PLATFORM
Working from the dashboard
Originating a Loan: All User Types
Sending out a term sheet or pre-approval
Using the pipeline to search, sort & export reports
Submit loans, track status & upload docs as a borrower
Sharing a Loan File
Using the CRM features
Using the Marketplace
Using the Pricing Engine
Using the Loan Servicing platform
Managing productivity of all users.
INTEGRATIONS
Hard Pull Tri-Merge Credit
Soft Credit Pull
AVM ordering
Background Reports
Flood Cert Ordering
Lead/Deal/Loan API posting
Doc Storage- Box, DropBox, Google Drive
FAQS & TROUBLESHOOTING
Top FAQs
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