A file is created in the pipeline for the borrower immediately after their email address is collected by the application.
The email address being shared triggers an email from the system to the same email you use as a username notifying you that an application has been started with the applicant’s name, email address and phone number.
At the end of the application, the applicant is asked for an eSignature. Once they complete this the application is considered complete and you will receive an email from the system notifying you of the application being “Submitted” by the borrower, with their email and phone number.
These emails can be used to track down an application in your account. Use the name or email address given to you in the email notifications from the system in the search bar to find the borrower’s file in question.
