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.

Video Tutorial: Loan Task Types



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

Video Tutorial: Assign tasks to consumer



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. 

Video Tutorial: Borrower document upload point-of-view



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

Video Tutorial: Approve or Reject