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Loan Officer

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POS Portal

Welcome, {{contact.bo_first_name}} {{contact.bo_last_name}}

Your Loan Officer

Dashboard

Manage your mortgage applications and track their progress

Loan Applications

Review and manage your loan applications. Track status and submit new applications.

View Applications

Rate Alerts

Set up personalized rate alerts and monitor market trends for better timing.

Manage Alerts

E-Signatures

Securely sign your loan documents electronically. Fast and convenient.

Sign Documents

Loan Tracker

Track your loan progress in real-time. Get updates on each milestone.

Track Loan

Pre-Approvals

View and download your pre-approval letters. Renew when needed.

View Pre-Approvals

Documents

Upload and manage your loan documents securely in one place.

Upload/View

Loan Applications

View and manage your submitted applications

{{formatCurrency(application.loan_amt || application.loan_amount) || 'N/A'}}

Submitted: {{application.created_at}}

Personal Information

Fill Personal Information

Employment History

Add Employment History

Assets

Add Assets

Loan Information

Choose Loan Info

Real Estate Owned

Confirm Real Estate Owned

Declarations

Answer Declarations

Documents

Upload Required Documents

IV. Loan Information

Loan Type

Loan Purpose

Loan Amount ($)

Loan Term (years)

Purchase Price ($)

Down Payment ($) (Auto-calculated)

Property Type

Occupancy

IX. Document Upload

Required Documents

Employment Type	Document Name	Status	Actions
{{ doc.employment_type }}	{{ doc.name }} {{ doc.description }}	Uploaded Pending Not Started

Required documents will appear here based on employment types selected in the Employment History section.

Additional Documents

Upload Additional Documents:

Uploaded Additional Documents

Pre-Approvals Dashboard

Generated By You:

Loan #	Applicant Name	Originator	Loan Amount	Program	Status	Created	Actions
{{ preapproval.internal_id \|\| preapproval.id_loan \|\| 'N/A' }}	{{ (preapproval.borrower_first_name ? preapproval.borrower_first_name + ' ' : '') + (preapproval.borrower_last_name \|\| '') \|\| 'N/A' }}	{{ preapproval.originator_name \|\| 'N/A' }}	{{ preapproval.loan_amt ? '$' + Number(preapproval.loan_amt).toLocaleString() : 'N/A' }}	{{ preapproval.loan_program \|\| 'N/A' }}	Pre-Approved Generated By You Generated By Loan Officer	{{ preapproval.date \|\| 'N/A' }}

Rate Alerts Management

Manage and monitor your rate alert preferences

Created	Product	Loan Amount	LTV	Loan Purpose	Status	Repeat	Actions
{{alert.created_time}}	{{alert.product_name}}	{{alert.loan_amount}}	{{alert.ltv}}	{{alert.loan_purpose}}	{{alert.status}} {{alert.status}}	{{alert.repeat_alert}}
No rate alerts set up yet. Click "Add New Rate Alert" to get started!

Today's Mortgage Rates

Current rates based on your scenario and market conditions

Getting current rates...

Program	Terms	Rate	APR	Monthly Payment	Closing Cost	Details	Alerts
No rates available. Please try again.
{{item.program}}	{{item.term}}	{{item.rate ? parseFloat(item.rate).toFixed(3) : '0.000'}}%	{{item.apr ? parseFloat(item.apr).toFixed(3) : '0.000'}}%	${{getMonthlyPayment(item)}}	${{getClosingCost(item)}}

*These Rates are based on this scenario.
Property value: $500,000, Loan amount: $450,000, Down Payment 10%, FICO credit score: 760 - 779, Property type: Single Family Residence, Unit 1, Occupancy type: Owner Occupied.

Documents

Upload and manage your loan documents

Identification

Driver's License, Passport, etc.

{{identification_count}} files

Income Documents

Pay stubs, W-2s, Tax Returns

{{income_documents_count}} files

Property Documents

Purchase Agreement, Insurance

{{property_documents_count}} files

Documents Ready for Signature

View and manage your submitted applications

Document Name	Category	Status	Sent Date	Actions
{{doc.template_name}}	{{doc.category}}	{{doc.status}} {{doc.status}}	{{doc.request_date}}

Recently Signed Documents

View your completed and signed documents

Document Name	Category	Signed Date	Actions
{{doc.template_name}}	{{doc.category}}	{{doc.signed_date}}

Document Notes

Add and manage notes for your documents

Added by: {{note.by}} {{note.created_at}}

Loan Tracker

Track the progress of your loan applications

{{loan.loan_purp}} Loan - {{loan.street_subject}}

In Progress {{loan.name_group}}

$ {{parseFloat(loan.loan_amt).toLocaleString({currency: 'USD'})}} {{loan.motgage_type}} {{loan.term}} {{loan.amortization_type}}

POS Portal Login

POS Portal

Upload Document

Upload Document

Dashboard

Loan Applications

Rate Alerts

E-Signatures

Loan Tracker

Pre-Approvals

Documents

Loan Applications

I. Borrower Information

Contact Information

Military Service

Co-Borrower Information

Co-Borrower Contact Information

Military Service

Current Address

Previous Address

Additional Co-Borrower Employment {{ index + 1 }}

II. Employment History

Borrower Employment Information

Previous Business/Employment

Additional Borrower Employment {{ index + 1 }}

Co-Borrower Employment Information

Previous Business/Employment

Additional Co-Borrower Employment {{ index + 1 }}

III. Assets

Bank Accounts

Investments

Other Assets

IV. Loan Information

V. Real Estate Owned

Property 1

Property {{i + 2}}

VI. Declarations

Borrower Declarations

Co-Borrower Declarations

Borrower Declarations

VIII. Consent & Authorization

IX. Document Upload

Required Documents

Additional Documents

Uploaded Additional Documents

Pre-Approvals Dashboard

Rate Alerts Management

Today's Mortgage Rates

Documents

Identification

Income Documents

Property Documents

Other Documents

{{doc.filename}}

Documents Ready for Signature

Recently Signed Documents

Send Document for Signature

Document Notes

{{ note.filename }}

Add New Note

Loan Tracker

{{loan.loan_purp}} Loan - {{loan.street_subject}}

Initial Submission

HMDA

Processing

Underwriting

Approval

Suspended

Conditions

CTC

Docs Out

Docs In

Funding/Advanced

Recorded