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.
Screenshot: Email notification sent to borrower with Get started button.
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.
Screenshot: Get Started application page with Sign up button.
Screenshot: Borrower sign up confirmation with Go to application button.
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.
Screenshot: Borrower's view of Goal section in application.
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.
Screenshot: Borrower's view of Review and submit section with Edit goal details and Edit borrower details buttons.
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.
Screenshot: Read and sign consent and Finish and submit buttons in Review and submit section of borrower's application.
Should you need further please reach out to your loan officer.