You can view your client’s loan status by getting a preview from the dashboard.
A more detailed view can be seen by tapping one of the cards on the dashboard, or by selecting a client from the Client List.
The activity feed can be accessed from the client cards by pulling it from the bottom of the screen up. Here you can scroll through all the actions taken regarding the selected client. The updates are ordered from descending from newest to oldest.
When a client has been pre-approved you can generate pre-approval letters for them.
You can edit the Maximum Purchase Price, the Real Estate Taxes, and the HOA fees from here to fit your needs. When you’re happy with the amounts tap “Generate Pre-approval Letter” to send an email with the letter to your client and you.
If you have any questions tap the “Contact LO” button to write and send any questions you have to your loan officer.