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 manually pull a credit report.
How to Use
From your team pipeline, navigate into the loan flow using the red, yellow, or green icons towards the left hand side of the borrower's name:
Select the Add New Doc button in blue towards the right hand side:
Select the type of request you would like to make. This will depend on the integration you have set up to run the request:
Proceed to fill out the order form as needed and Place Order. Once the request has been generated, it will populate into the Docs Accepted in the borrower's loan flow for your review.