Features



  • Parties include a site administrator, loan processors, loan officers, and customers. Each has access to a specific area of the website assigned by their role.
  • Administrators are responsible for creating credentials for loan officers and loan processors. Also if a customer has completed a loan application directly on the site by creating credentials, the administrator can assign a loan officer and loan processor to the customer. The loan application will appear in the appropriate party's loan pipeline. The customer also has the option of selecting a loan officer at the end of the application.
  • The application is the latest version which produces a downloadable FNMA 3.4 file.
  • The interactive design provides diagnostics during data input so that the application is error free. Diagnostics include checks on numeric fields, alphabetic fields, alpha/numeric fields, required field lengths on certain fields including SSNs, telephone numbers & zip codes. Some fields have a minimum number of required characters. Additional diagnostics will validate dates for year month and day.  Login credential requirements are available through the help icon at registration and there are also helpful tooltips throughout the web site.
  • The application may be started and saved for later completion. Either the loan officer or the customer may complete the application. Once the customer submits the application, it is no longer editable by the customer and the loan offcer will be able to make edits until the LO passes it over to the loan processor to begin working on it.
  • After the loan application has been taken, the originator can send a customized checklist to the borrower requesting the necessary loan processing items.
  • Applications in process or which have been submitted to processing are shown in a grid up to 10 on a page.
  • Customers may upload their loan documents into their own secure folder. Loan processors may access customer documents when the customer has indicated that they have completed uploading documents. Processors may download a password protected zip file containing the uploaded items.
  • The processor is able to select the required docs for esignature in the customer portal. The customer may login to electronically sign the loan application and any disclosures including an e-consent agreement.
  • The Loan originator may email the customer and the processor. The loan processor may email the loan originator. The customer may email his loan originator.