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This documentation outlines the detailed steps and milestones involved in processing a loan application from when a borrower is added to the pipeline to the closing of a loan. Each milestone represents a critical phase in the loan processing workflow. In order to start the loan application and process of a borrower, the loan officer should select pipeline from the sidebar and then select the lead/borrower they want to continue with from the leads page. This redirects the loan officer to the starting of loan application process of the borrower. This page contains 7 tabs to choose from one by one for the loan processing - Overview, Application, Services, Documents, Loan Quote, Pre-approvals, Contacts, Activity.
By following these detailed steps, loan officers can efficiently manage the loan application process, ensuring a smooth transition from "NEW" to "CLOSED."