Edit a Prospect's Loan Application


When a borrower applies via your landing page, all incoming applications show up in your Prospects tab for you to review. Any incomplete applications will be visible here, and depending on your settings, you may also have completed applications available for your review to proceed.


You will have several options here including the option to edit a prospect's loan application directly.


How to Use

From your active loan pipeline, select the Prospects tab at the top of the page:






Locate the borrower that you would like to make edits for. Select the Edit Loan Application icon (pencil/paper) towards the right hand side of the borrower's name:






The column on the left will allow you to select which section of the loan application you want to adjust:






Make any edits you need and then select Save and Return to Prospects to confirm any changes you've made:




Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request

Please sign in to leave a comment.