Manage Applications
1. Process Loans / Manage Pipeline
The "Manage Pipeline" category is located in "Process Loans" section of your back office.
The links illustrated under Manage Pipeline provide access to loan applications. Applications are accessed many different ways, as illustrated by the highlighted links in the left navigation bar below.
- "Completed Apps" displays applications which have been submitted but not downloaded.
- "In Progress Apps" displays applications which either are incomplete, or are complete but haven't been submitted.
No matter what the status of an application, you may view, edit and download it.
The links, "Find Apps" and "Pipeline Reports" display query tools.
"Show Deleted Apps" displays applications which have been deleted. You may recover applications in this screen.
When viewing a borrower's record, you can select the "PDF" link to quickly open the borrower's 1003.
Viewing in PDF format presents you with a familiar image of the 1003. You can very quickly get a feel for the transaction this way.
Once a borrower's application has been submitted, they can't edit it. Via the "Edit" button, you can make any necessary changes. The image below illustrates the lender submission history and links to all sections of the iApp.
