We listen to our clients and release updates regularly to accommodate their needs. Check out some of the most recent features that can be customized or turned on/off below with examples.
COMPANY SETTING:
Send Email notifications to 2 additional people on every loan when started & submitted by a borrower (processor, assistant, etc…)
Import Fannie Mae 3.2 file into LOS in all Capital letters (ON/OFF)
Allow Borrower to enter SSN if they chose to do so within questionnaire (ON/OFF)
Allow Borrower to download their document checklist (ON/OFF)
LO receives a completed email notification with the Document Checklist, Questionnaire Summary and 3.2 file as attachments (ON/OFF)
Customize an Introduction or Closing Paragraph on the Document Checklist for your borrower
Customize the Borrower Registration Disclaimer when a customer Registers
LO SETTING:
Send a customized email, from YOU, to your Borrower with or without Document Checklist when completed (ON/OFF)
Customize the Borrower Registration Disclaimer when a customer Registers
LO receives a completed email notification with the Document Checklist, Questionnaire Summary and 3.2 file as attachments (ON/OFF)
Customize an Introduction or Closing Paragraph on the Document Checklist for your borrower
800-277-1687
