Borrower Portal (POS)

Which Loan Officer Receives a Loan from the POS?
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...
Wed, 17 May, 2023 at 12:18 PM
Invite Borrowers to the POS
Borrowers initially interact with the POS in one of two different ways: Using your POS link Being invited to the POS from a loan file POS Link Ever...
Mon, 26 Aug, 2024 at 2:57 PM
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
Embed the POS URL on a Website
It is possible to embed the entire POS into your website, via use of the iFrame HTML element. We do not provide specific instructions for doing so, but ...
Mon, 26 Aug, 2024 at 8:40 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