Overview
The Apply Now settings allow for you to make various configuration changes to your loan application and loan application settings.
Among these settings, you'll have access to enable co-pilot.
When enabled, co-pilot allows loan officers and borrowers to edit in-progress loan applications together.
How to Set Up
From your active loan pipeline, navigate to Settings > Apply Now:
Scroll down to Apply Now Application Settings and select the option to Edit Apply Now Application Settings:
Select the option Enable Co-Pilot. Make sure you select Save at the bottom of the screen to confirm the changes:
Success! Co-pilot will be available for you to work through a loan application with your borrowers.
I have a paper to sign and I can’t get to it to sign it. It says I can’t sign it because I need to sign it!!! The loan is 162 days into it and I’m going crazy!
I'm curious as to how this works or what this setting does specifically. Any feedback will be greatly appreciated.
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