Your active loans across every stage
Quick check — have you already discussed this loan with a senior LO (Mike, Chance, or another senior)?
Add any notes for the underwriter before submitting. These will appear on the Submissions page and in the loan's Notes section.
So we don't forget, give us all the details of this deal. This text is saved to the loan's Notes audit log and is visible on Loan Details. The loan will move straight to Awaiting Application (UW review is skipped).
Choose the loan officer this prospect should be assigned to. This will create a Client and initial Loan record under that LO.
Generate a secure link the borrower can use to fill out the loan application.