The Borrower Portal (POS) URL determines which Loan Officer receives the loan when the borrower submits the application. There are 3 possible scenarios listed below.
- If a Loan Officer's personal POS URL is used, the loan is assigned to the Loan Officer.
- If the company's POS URL (locate and customize via Company Settings > POS App Config) is used and the company does not have a POS Loan App Assignee set, the borrower is prompted to select from a list of Loan Officers in the company. The loan is assigned to the borrower selected Loan Officer.
- If the company's POS URL is used and the company has a POS Loan App Assignee set, the loan file is assigned to the POS Loan App Assignee.
POS Loan App Assignee
The POS Loan App Assignee can be configured in Company Settings > Organization Info > Edit. Any Loan Officer in the company can be selected.
Loan Officer POS URL
Loan Officers can copy their personal POS URL by clicking on their profile icon in the upper right corner of the screen and clicking the double square (copy) icon next to the Borrower Portal button. This copies the POS URL to your clipboard allowing you to paste it into your email signature, website, etc.
When a borrower uses the Loan Officer's POS URL to apply, the loan file created will be automatically assigned to the Loan Officer associated with the POS URL.
