Often, borrowers who haven't selected a property will enter a "dummy" address in the POS, which can accidentally trigger for TRID disclosures ...

Borrowers initially engage with the POS in one of two ways: Navigates to your Borrower Portal (POS) URL Receives an email invitation to the POS for a spe...

Before you begin sharing your Borrower Portal (POS: Point of Sale) link with clients, it’s important to test the borrower experience yourself. Walking throu...

The Borrower Portal (POS) URL determines which Loan Officer receives the loan when the borrower submits the application. There are 3 possible scenarios list...

 Learn how borrowers can navigate the borrower portal to view loan details, manage tasks, and access documents after submitting their application.     Overv...

Near the bottom of the POS App Config tab in your Company Settings, you can add custom questions at the end of the online 1003 application. Click Configure ...

Company Admins can customize their POS / Application from the POS App Config tab of your Company Settings. Branch Admins can also customize certain aspe...

Learn how Broker Pro users can customize their Point of Sale (POS) Create Account, Sign In, and Thank You pages. Video Context for AI: A short video tut...

From the Compliance Info tab of your Company Settings you are able to customize the following information that will show in your customer-facing POS. Pr...