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I have the email notification but still can’t find the docs!

Check both places the documents could possibly be per the instructions in the previous two

Missing Borrower
May 24, 2023

What is the difference between the Document Manager and the General Document List?

In short, files housed in the Document Manager are connected to a PreApp file. Files housed in

Missing Borrower
May 24, 2023

How does my borrower get their docs to me?

Clients who have filled out an application will use their Borrower Toolbox link to upload documents to

Missing Borrower
May 24, 2023

How old is the borrower file that you are looking for?

If you’re not able to find the borrower file in question on your Pipeline page,

Missing Borrower
May 24, 2023

Did you receive an email notifying you that the client submitted an application?

A file is created in the pipeline for the borrower immediately after their email address

Missing Borrower
May 24, 2023

What link did the client use to apply?

The most used link in your account is going to be your application link, but

Missing Borrower
May 24, 2023

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PreApp 1003 is the #1 Mobile-Friendly Mortgage System, providing the Most Comprehensive Mortgage Functions for a faster and easier way for you to work your loans.

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