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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

{{application.property_street_address || application.street_address}}, {{application.property_city || application.city}}, {{application.property_state || application.state}}
{{application.first_name}} {{application.last_name}} Submitted: {{application.created_at}} {{application.loan_purpose}} {{application.loan_type}}
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

I. Borrower Information

Contact Information

Co-Borrower Information

Co-Borrower Contact Information

Current Address

Previous Address

Pre-Approvals Dashboard

Loan # Applicant Name Loan Amount Program Status Created Actions
{{ preapproval.loan_number || preapproval.id_loan || 'N/A' }} {{ (preapproval.borrower_first_name ? preapproval.borrower_first_name + ' ' : '') + (preapproval.borrower_last_name || '') || 'N/A' }} {{ preapproval.loan_amt ? '$' + Number(preapproval.loan_amt).toLocaleString() : 'N/A' }} {{ preapproval.loan_program || 'N/A' }} Pre-Approved {{ preapproval.date || 'N/A' }}

Alert

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}}
1-1 / 1

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
Other Documents

Additional supporting documents

{{other_documents_count}} files
{{doc.filename}}

{{doc.created_at}}

E-Signature

Sign your documents electronically

Documents Ready for Signature
Document Name Category Status Sent Date Actions
{{doc.template_name}} {{doc.category}} {{doc.status}} {{doc.status}} {{doc.request_date}}
Recently 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

{{ note.filename }}
{{ note.doctype }}

{{note.message}}

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}}
Initial Submission
{{loan.date_create}}
HMDA
{{getStepStatus(loan, 'HMDA')}}
Processing
{{getStepStatus(loan, 'Processing')}}
Underwriting
{{getStepStatus(loan, 'Underwriting')}}
Approval
{{getStepStatus(loan, 'Approval')}}
Suspended
{{getStepStatus(loan, 'Suspended')}}
Conditions
{{getStepStatus(loan, 'PTD')}}
CTC
{{getStepStatus(loan, 'CTC')}}
Docs Out
{{getStepStatus(loan, 'Docs Out')}}
Docs In
{{getStepStatus(loan, 'Docs In')}}
Funding/Advanced
{{getStepStatus(loan, 'Funding/Advanced')}}
Recorded
{{getStepStatus(loan, 'Recorded')}}
Loan Officer {{loan.originator_name}}
Processor {{loan.processor}}