Documented workflows
These guides cover the current app implementation: staff account access, dashboard, loans, borrowers, leads, the 1003 application and exports, conditions, documents, email, notes, history, access grants, borrower self-service, team, vendors, rate sheets, integrations, and billing.
Your deployed workspace may differ because of access settings or release timing. Use the controls actually shown in your account and ask your administrator about missing functionality.
Access-dependent features
The organization role controls page availability. Action permissions and file access can further limit the controls you see. Sensitive borrower information and exports require appropriate access. Billing is reserved for the owner.
See Team & permissions and Loan access.
Currently unavailable
| Feature | Current state |
|---|---|
| DocuSign connection and loan E-Sign tab | Hidden in the current app |
| Assistant connector card | Hidden in the current app |
| Dedicated reports page | Coming Soon |
| In-app messaging | Unavailable in the current app |
| Outlook connection | Outside the current integration scope |
An unavailable feature is not enabled by finding a different URL. Use your team’s existing process for those tasks.
Keeping guides current
Guides should be updated with changes to user-visible workflows. Before using an unfamiliar feature, check this page and the relevant task guide. If a guide and the app disagree, report the page and control names to your administrator.