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, progress in the loan process, pending/in review/accepted Client Needs, or even upload documents, such as the 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