Loan Origination System (LOS)

Can I Submit Documents to Lenders?
Loan documents are not automatically transferred to the lender when the loan is submitted. In the Documents tab of the loan file, you can select the docume...
Thu, 1 Sep, 2022 at 10:23 AM
How to Archive or Restore Loan Files
Loans can be archived to hide them from all pipeline views and call reports.  This is not deleting a loan, in the sense the loan can still be found and retr...
Mon, 24 Aug, 2020 at 10:58 AM
Changing Points (Lender Credit or Discount) in Loans Submitted Manually
Current Behavior It is possible to change the lender points today.  There are two ways of doing this, depending on preference and stage of loan. In the...
Thu, 20 Aug, 2020 at 1:17 PM
Generating a 1003
To generate a 1003, click the Print 1003 button in the upper right corner of the Loan & Property screen of the loan file, or generate it from the Disclo...
Mon, 14 Nov, 2022 at 11:03 AM
Importing 3.2 or 3.4 Files
To import a 3.2 or 3.4 file, click the + Loan button in the upper right corner of your pipeline. You'll then be prompted to choose between manual creat...
Tue, 22 Nov, 2022 at 2:00 PM