Enable LO Full View in Apply Now


The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.


Among these settings, you'll have access to enable 1003 LO Full View. This view allows LOs to view all datapoints on an application, even if those sections are not available in the borrower facing view


How to Set Up

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:





Navigate to Company Settings and then Apply Now Settings:



Screenshot 2024-02-14 at 1.32.48 PM.png



Scroll down to Apply Now General Settings and select the option to Edit Apply Now General Settings:





Select the option at the top to Enable LO Full View in Apply Now. Make sure you select Save to confirm the change:





Success! LO teams will now have the option to enable LO Full View in Apply Now for LOs viewing the loan application.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Article is closed for comments.