Once a Real Estate Agent has been invited and logged in to the Agent Portal, they will see a list of all active loans they have been granted access to (including any loans created by applying through the Real Estate Agent's Co-Branded POS URL). In the dropdown in the upper right corner, they can switch between different brokerages if multiple brokers have invited them to loans.

Click on a loan to expand it's details and progress in the loan process, or even upload documents (such as a purchase contract). Documents uploaded here will appear to the Loan Officer in the Documents tab of the loan.

If you chose "Pipeline & Pre-Approval" as the Agent's access level when inviting them in the Pre-Approval tab, they can click on Pre-Approval to edit and send the Pre-Approval Letter, restricted by the limitations you set in the Pre-Approval Settings pane for the loan in question.

See also: Inviting Real Estate Agents to the Real Estate Agent Portal, Creating a Real Estate Agent Co-Branded Application Link