Often, borrowers who haven't selected a property will enter a "dummy" address in the POS, which can accidentally trigger for TRID disclosures ...

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...

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...

The Borrower Portal (POS) URL determines which Loan Officer receives the loan when the borrower submits the application. There are 3 possible scenarios list...

This short FAQ covers the most common questions about the borrower experience in the Borrower Portal, or POS (Point of Sale) system. The borrower h...

After the borrower has clicked the Submit Application button in the POS (or after the LO on the file has clicked the Takeover Client App button in the LOS, ...

Near the bottom of the POS App Config tab in your Company Settings, you can add custom questions at the end of the online 1003 application. Click Configure ...

Company Admins can customize their POS / Application from the POS App Config tab of your Company Settings. Branch Admins can also customize certain aspe...

When you are on the Broker Pro plan, you are able to customize the Create Account and Sign In pages of your POS, as well as the "Thank You" messag...

From the Compliance Info tab of your Company Settings you are able to customize the following information that will show in your customer-facing POS. Pr...