Here’s how easy it is to get started if you have received an invitation to fill out a mortgage application from your loan officer via email, or you have clicked a link on your loan officer’s website.
1. First, click on the link (either from your email or website) and you will be taken straight into the sign-up page.
2. Now, all you have to do is create a password and you will instantly be taken into your application portal. Click on "Get started". Answer the questions and you will be guided through based on what you select.
3. Work your way through the various sections adding Borrowers, Income, Assets, Properties, etc. After each segment, you will be asked to "Save" so you can leave the Application and return at any time to complete it.
4. Once you have added as much information as you can, go to the "Review and submit" section of the application. Review all of your information and make any necessary edits.
5. Once you are satisfied, scroll to the bottom of the page. Make sure you have reviewed and signed the client consent agreement.
6. Once you have agreed to the client credit agreement, click "Finish and submit application". Your loan officer will get an email that you have submitted your application for review.
Should you need further help please click the chat button in Finmo or send an email to supportus@lendesk.com