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
Before you begin sharing your Borrower Portal (POS: Point of Sale) link with clients, it’s important to test the borrower experience yourself. Walking throu...
Fri, 25 Jul, 2025 at 7:39 AM
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