FAQ- Beta Site
- Dashboard: Activity Overview, Task Lists, and Quick Search
- Application Review: An Overview of the Applications Section
- Application Review: Steps Taken by Lender and Interaction with Applicant and Others
- Application Review: How to Screen New Applications
- Application Review: How to Manage 3rd-Party Verifications
- Application Review: Make Underwriting Decisions - Approve, Pre-Approve, Counter, or Decline
- Application Review: How to Manage a Countered or Pre-Approved Application
- Application Review: How to Generate and Send Adverse Action Notice for a Declined Application
- Application Review: How to Put an Application on Hold
- Application Review: How to Move an Application Upstream in the Review Process
- Application Review: How to Perform the Final Review
- Application Review: How to Generate Closing Documents
- Application Review: How to Disburse Loan Funds Post Closing
- Application Review: How to Manage Expired Applications
- Loan Management: An Overview of Loan Portfolio Management
- Loan Management: Navigate the Individual Loan Page
- Loan Management: How to Skip or Postpone an Upcoming Payment Due
- Loan Management: How to temporarily reduce the payments for a defined period
- Loan Management: How does an active loan get paid off, charged off, or voided?
- Loan Management: How to remediate "Attention Required" loans?
- Partners Review: How to Add, Update, and Deactivate Referral Partners