If your loan officer has requested that you complete a loan application, you will be able to do so directly in a secure portal. You may also have the option to make edits alongside your loan officer using co-pilot.
Completing the Loan Application
Once you've established your credentials, you will be prompted to register your account by entering your first name, last name, and mobile phone number. Additionally, you can choose if you'd like to receive text message alerts regarding your loan application and loan status. Select Finish Setup to proceed:
Select Start Application to continue:
If your loan officer is currently viewing the application, you will see an icon for yourself as well as the loan officer, each with a designated color:
On the left hand side, you will be able to select which section you'd like to complete. Any fields that the loan officer has marked as required will include a red asterisk. You will need to enter this information in order to submit your application:
If your loan officer is currently making edits, you will see the appropriate color displayed in the field. Only one user can edit a field at a same time. Your loan officer will also be able to view in the same manner which field you are currently editing:
The Review and Submit option on the left hand side will allow you to review everything once it's been completed and submit the loan application. If there are missing required fields, you will see that the option to submit will be grayed out and any missing fields will be marked in red:
Once everything has been fixed up, you will need to provide consent to do business electronically as well as authorization to run a credit check on financial history. If you've added a co-borrower, you will also be required to provide these for the co-borrower in addition to yourself. Select Submit Application to fully submit:
You will get a success message once everything is good to go! Depending on how your loan officer has things configured, you will either be taken straight into the portal to upload your documents, or you will need to wait for them to review the application to proceed:
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