POS (Borrower Portal)

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 ...
Mon, 28 Jul, 2025 at 8:52 AM
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...
Fri, 29 Aug, 2025 at 8:52 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
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
Borrower Portal (POS) After Application is Submitted
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),...
Thu, 28 Aug, 2025 at 3:34 PM
POS Application Custom Questions
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 ...
Wed, 10 Jan, 2024 at 9:52 PM
POS Application Configuration
Company Admins can customize their POS / Application from the POS App Config tab of your Company Settings. Branch Admins can also customize certain aspe...
Tue, 26 Aug, 2025 at 10:14 AM
POS Theme Customization
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...
Mon, 27 Nov, 2023 at 8:52 AM
POS Compliance Info
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...
Fri, 15 Dec, 2023 at 12:49 PM