LoanApp

LoanApp Administrators and Processors can process loans Step-by-step guide Follow these steps to view uploaded documents for a loan Login to your LoanApp website (i.e. – https://ORGNAME.loanapp.bmisw.com) If the Processing page is not displayed, click on Processing at the top of your screen. Click the loan that you want to work on   Loan Dashboard: From the Loan Dashboard click on View Documents View Documents This will bring you the the document checklist where you can review what documents have been uploaded Documents with a green check next to them signify they have been uploaded To view the document click on the … Continued

The CDC LoanApp Administrator can setup a list of documents for the Borrower to upload as part of their application. Step-by-step guide Follow these steps to customize the Terms of Service and/or Privacy Policy. NOTE – You must have an administrator account to do this. Login to your LoanApp website (i.e. – https://ORGNAME.loanapp.bmisw.com) If the Administration page is not displayed, click on ADMIN at the top of your screen. Click CHANGE APPLICATION SETTINGS To change the TERMS OF SERVICE: Scroll to the Terms of Service Section Check the box to SHOW TERMS OF SERVICE Add your Terms of Service to the … Continued

LoanApp Administratorss and Processors can process loans Step-by-step guide Follow these steps to review and process loans Login to your LoanApp website (i.e. – https://CDCNAME.loanapp.bmisw.com) If the Processing page is not displayed, click on Processing at the top of your screen. Click the loan that you want to work on   Loan Dashboard: There are 4 sections to the Loan Dashboard each section will be outlined below   Application Information: This Section allows you to update status and communicate with Borrower The Current Status Options are In Progress (Borrower has started application but hasn’t submitted it) Submitted Under Review Returned Accepted Add … Continued

The CDC LoanApp Administrator can create Admin and Processor Users Step-by-step guide Follow these steps to set up users. NOTE – You must have an administrator account to do this. Login to your LoanApp website (i.e. – https://CDCNAME.loanapp.bmisw.com) If the Administration page is not displayed, click on ADMIN at the top of your screen. Click MANAGE USERS To ADD a User: Click ADD USER Enter Email Address Enter First Name Enter Last Name Enter Password If administrator check the box Click UPDATE To MODIFY a User: Find user in list Click EDIT Make any necessary changes to the item Click … Continued