New Loan Applications
To start a new loan application, click +Add Application in the top right-hand corner.
✅ Please make sure to initiate a new loan application using the correct account.
⚠️ Most lenders require that loan applications be submitted using an entity.
🛑 Once a loan application has been started, it is not possible to change the primary borrower. Therefore, you will need to create a new application with the appropriate borrowing entity.
Saved Applications
Draft Applications
Draft applications (incomplete applications) that detail the Application #, Request Amount, and Closing Date
To access the currently open applications:
Click on the application (of choice) card.
The app redirects to the Loan Application form.
Once you successfully submit the application, the label changes from Draft to Submitted.
Submitted Applications
Click anywhere in the application card to access specific Actions for that application:
Application Summary
This tab shows the information submitted through the Loan Application Form.
Using the Actions button on the right
Download PDF of the submitted application.
Withdraw
This reverses the submit action, changing the status to DraftDelete / Archive
These discard the application
Documents
Documents requested and shared by the Lender are shown here.
To upload a document, you may:
Drag and drop the file into the document slot, or
Click Upload and search for your file
You may upload multiple documents in the same slot, and your lender will receive all documents uploaded.
To view a shared document
Click on the View Icon on the right.
Print or Download the shared document using the icons on the top right corner.
Scope of Work
This is the section where you can add what work will be performed at the property.
The Rehab Budget is tied to the draw request process in our system.
Add Items
To add items to the rehab budget, click "+ Add Budget"
From the Add Budget popup, select:
Nature of Work to be done (part of house renovation covered by loan)
Work description
Scale (light/moderate/extensive)
Budget
Click Save.
Once you click save, you can view your budget on the Rehab Budget card.
Using a Worksheet
You can download the Worksheet template (in .xlsx format) from the top right-hand corner of the screen.
Once completed, upload the filled format through the same Worksheet button —> Upload.
Send for Review
Click Send for Review at the top right-hand corner of the Rehab Budget card.
You will receive a confirmation popup.
Click Send for Review at the top right-hand corner of the Rehab Budget card.
You will receive a confirmation popup
💡 When a lender requests revisions, you will receive a notification with a brief explanation of the required changes.