Borrower Tasks in the Lender Portal
Our Lender Portal has a section in the Application view called Borrower Tasks. It shows the same view of the task list and the state of each task as the borrower sees it in the Borrower Portal.
Having the option to see things from the borrower's perspective, allows the LO to better guide a borrower who is on the phone with them. This also allows the LO to see details of where a borrower is in the application completion process, and even complete tasks on the borrower's behalf.
The Borrower Tasks section also allows the MLO to manually add custom follow-up tasks for the borrower, as needed. To do this, select Add Follow-up Tasks in the top left. This will open a menu with a list of tasks the MLO can assign.