Consumer tasks through the POS.

This article will provide steps for system admins to set loan task types. How to manage tasks on a file level and what the consumer sees through the POS.

Steps for system admins to create loan task types at the company level.

Steps to assign a task to the borrower for users on the Loan Level.

Below is a guide and video on what the borrower will see when they go into the POS to complete and upload documents to assigned tasks. 

Below is a Guide and video on how a user can Approve or Reject a document on the loan level.