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.
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.
Among these options, you will have the option to download a prospect's loan application.
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 Download Application Files icon (down arrow) towards the right hand side of the borrower's name:
You will see the option to download the loan application in a PDF format or the standard file format (FNM 3.2 or MISMO 3.4 depending on what's set up in the settings). Select the arrow in the corresponding column to download:
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