Edit a Loan Flow


The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.


Among these options, you will have the option to edit a loan flow.


Editing a loan flow allows you to change specific information for each borrower's file. You can edit various details including the borrower's deadline, closing date, email and phone preference, and even connect your realtor to the borrower.  


How to Use

From your loan pipeline, locate the borrower you want to edit. You'll see an icon on the right to Edit Loan Flow:






The page that pops up will let you edit the loan info, general borrower information, loan information, add a realtor/partner if needed, and prepare the pre-approval letter:








Additionally, you can send the borrower a notification manually if you need under the Borrower Info section. Towards the right you'll see the option to Send Borrower a Notification.


The three icons on the left send out email notifications (Needs List, Reminder of Outstanding Requests, and Password Reset), while the three icons on the right send out the same three text message notifications. Click on the appropriate icon to send out the email or text:






Make sure you select Save at the bottom of the window when you're done making your changes to confirm:




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  • Delayed the borrowers initial notification.  Now I can't figure out how to release it.

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