Enable Co-Pilot

Overview

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 co-pilot.

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:

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 Co-Pilot in Apply Now. Make sure you select Save to confirm the change:

Success! LO teams will now have the option to enable co-pilot with the borrower on the loan application.