The Borrower Portal URL determines which loan officer receives the loan when the borrower submits the application.
- If a LO's personal POS URL was used, the loan is assigned to them.
- If the company's main POS URL (which can be found and customized in your Company Settings > POS App Config) was used and they do not have a POS Loan App Assignee set, the borrower is prompted to select from a list of the LOs in the company.
- If the company's main POS URL was used and they do have a POS Loan App Assignee set, the loan file is assigned to this person.
This can be configured in the Company Settings > Organization Info tab. Any LO in the company can be selected.
Each LO can get their personal POS URL by clicking on their profile icon in the upper right corner of the screen and then clicking the small Copy icon next to the button that says Borrower Portal. This copies the URL to your clipboard, so you can paste it into your email signature, website, or anywhere else. When someone applies for a loan through this link, the loan file being created will be automatically assigned to you.
