POS (Borrower Portal)

Which Loan Officer Receives a Loan from the POS?
The Borrower Portal (POS) URL determines which Loan Officer receives the loan when the borrower submits the application. There are 3 possible scenarios list...
Tue, 1 Jul, 2025 at 12:20 PM
Invite Borrowers to the Borrower Portal (POS)
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...
Wed, 2 Jul, 2025 at 7:27 AM
Test the Borrower Experience
We strongly recommend that you test the borrower experience by going through the process yourself before you start sending out your POS link. This will give...
Mon, 26 Aug, 2024 at 2:58 PM
Avoid Triggering of TRID Disclosures Prior to Selection of a Property
Often, borrowers who haven't selected a property will enter a "dummy" address in the POS, which can accidentally trigger for TRID disclosures ...
Wed, 11 Dec, 2024 at 1:33 PM