Create a Checklist

Create a Checklist

How to create an electronic checklist for a new deal.
Drag and Drop

Drag and Drop

Learn how to utilize the drag and drop function within BMILoanView
Add items to checklist

Add items to checklist

Learn how to add additional items and make changes to the electronic checklist in BMILoanView.
Edit checklist tab

Edit checklist tab

The details you need to work with the Edit Checklist tab.
View documents

View documents

This will go through how to view documents through BMILoanView. Remember however that any document in BMILoanView can also be viewed through BMIQuery.
Email upload requests

Email upload requests

With BMILoanView you can send requests through email that allows borrowers or bankers to uploaded needed documents.