View or Download the Custom Questionnaire


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 view or download any answers to custom questions if these are enabled on the loan application.


How to Use

In your active loan pipeline, locate your borrower and select the red, yellow, or green icons on the left hand side to enter the loan:






The custom questionnaire will be listed as a document in either the Docs Pending Review or Docs Accepted. You can view or download the questionnaire with the eyeball or down arrow on the left hand side of the document name and description:





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

Please sign in to leave a comment.