Editing a Participant
About the Participants Screen
Primary Applicant
Changing the Primary Applicant
Adding a Private Lender to Expert
Submitting Electronically to Private Lender
Submitting Manually to Private Lender
Application Purpose - Purchase
Application Purpose - Purchase Plus Improvements
Application Purpose - Refinance
Application Purpose - Purchase Plus Improvements
Application Purpose - Switch - Transfer
Application Purpose - Portable
Application Purpose - Workout
Application Purpose - Equity Take Out
Application Purpose - Deficiency Sale
Application Purpose - Purchase
Assigning an Appraiser, Referral Source or Solicitor to the Deal
Adding an Appraiser, Referral Source or Solicitor to Expert
Requesting a Credit Bureau Report
Submitting Request for Legal Services
Un-Accepting a Response
Viewing Response Details
Scenario Builder without Application
Scenario Builder with Open Application
Selecting Credit Bureau Report to Submit to Lender
Selecting Columns to Display in Workspace
Assigning an Appraiser, Referral Source or Solicitor to the Deal
Adding an Appraiser, Referral Source or Solicitor to Expert
How do I Change the Status of the Deal?
Where is the Status of the Deal Displayed?
Status Flow of a Deal
Selecting Credit Bureau Report to Submit to Lender
Submitting Electronically to Financial Institution
Submitting to the Lender
Submitting Request for Legal Services
Submitting Electronically to Private Lender
Submitting Documents to Lender's Exchange Site
Submitting Manually to Financial Institution
Submitting Manually to Private Lender
Submitting Electronically to Financial Institution
Submitting Electronically to Private Lender
Selecting Credit Bureau Report to Submit to Lender
Submitting to the Lender
Submitting Manually to Financial Institution
Submitting Manually to Private Lender
Creating a Task
Updating a Task
Editing Deal from Task List
Business Rules and Validation
Working with Validation Results
Viewing History of Application
Viewing Response Details
Viewing a Credit Bureau Report
Viewing Your Task List
Workspace
Making Workspace the Landing Page
Selecting Columns to Display in Workspace
Filtering Deals in Workspace
Sorting Deals in Workspace