We listen to our clients and release updates regularly to accommodate their needs.  Check out some of the most recent features that can be customized or turned on/off below with examples. 

COMPANY SETTING:​

  • Send Email notifications to 2 additional people on every loan when started & submitted by a borrower (processor, assistant, etc…)​​

  • Import Fannie Mae 3.2 file into LOS in all Capital letters​ ​(ON/OFF)

  • ​Allow Borrower to enter SSN ​if they chose to do so within questionnaire (ON/OFF)​

  • ​Allow Borrower to download their document checklist (ON/OFF)​

  • ​LO receives a completed email notification with the Document Checklist​, Questionnaire Summary and 3.2 file as attachments (ON/OFF)​

  • ​Customize an Introduction or Closing Paragraph on the Document Checklist for your borrower​

  • Customize the Borrower Registration Disclaimer when a customer Registers

LO SETTING: ​

  • Send a customized email, from YOU, to your Borrower with or without Document Checklist when completed (ON/OFF)​

Customize the Borrower Registration Disclaimer when a customer Registers
LO receives a completed email notification with the Document Checklist​, Questionnaire Summary and 3.2 file as attachments (ON/OFF)​

Customize an Introduction or Closing Paragraph on the Document Checklist for your borrower​

3612 Lafayette Rd. Ste 12  Portsmouth, NH  03801
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