Get the tools you need to keep every loan application on track and ensure your team is in sync and up-to-date through Shape’s Customer Portal (POS). Once your POS system is configured, it’s easy to use. Portal users should see a “Portal” tab, where the POS functionality is accessible. If you haven’t configured your POS system, see this guide.
Borrowers can get to the application and fill out a survey-style step by step questionnaire that dynamically changes based on their loan needs. If they indicate that they have been at their current address for less than 2 years the portal will automatically ask for their previous residence. They can also add an additional address if needed. The information they fill in each section immediately syncs into the CRM upon your borrowers pressing the “Next” button, allowing you to see what has been completed within the Quick App tab and what information is still needed.
Borrowers can easily upload and view the status of their documents in the document center. These uploaded documents automatically come through to the “Portal” tab for users within the CRM to view, review and either approve or decline. Portal documents are automatically converted to PDF and maintain the original file size (they do not convert to standard 8.5 x 11” sizing)
If the document is not correct, the user can press the red X icon to decline the document. A notes popup will appear that will let the borrower know why the document was not approved to make adjustment and re-upload. New uploads appear in the same section and duplicates the section, allowing for multiple uploads in the same category.
Need More Help? Contact us at email@example.com
Keywords: loan application, 1003, 3.2, 3.4, MISMO, FNM, fannie mae, portal, POS