Borrower Demo: Lending Center
Borrower Tabs: Register
Inside your Vault

Much like a personalized home page created in Yahoo! or MSN, your secure FinanceSuite vault homepage displays important information regarding Email Correspondence, Credit Reports, and Vault Options. A chart at the top of the vault informs you of your current loan status, namely, the number of applications viewed by lenders.

Within the vault you have many choices. There are four main Sections in your Vault: Applications, Credit Reports, Correspondence, and Vault Options.


 Applications
Create a Professional Loan Package
In the Applications section you can start creating your Professional Loan Package. The gold buttons on the top of applications will guide you in creating and maintaining the digital loan package. The button options are:
  1. View Application
  2. : there are nine applications you will be filling out
  3. Update Application
  4. : update your loan application information in this section
  5. Uploaded Documents
  6. : upload files in many formats jpg, pdf, gif and many more
  7. Lenders meeting criteria
  8. : view the contact list of the qualified lenders
  9. Notes
  10. : notate any correspondences with lenders or view notes from lenders
  11. Correspondence
  12. : view and manage correspondences between you and the lenders
  13. View Proposals
  14. : lenders will leave proposals for your loan request for you
  15. View Winning Proposal
  16. : lenders can view your application if you select their proposal
  17. Exclude Lenders
  18. : use this if for any reason you don't want a lender to see your loan

Within the application you can view your application, upload additional documents, notate any correspondences or proposals from lenders, and view how many lenders meet your criteria to fund your loan.


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