added
July 29, 2022
over 2 years ago by Nadya Tuleyko
We launched DigiFi Standard Borrower Portal that allows customers to instantly deploy a channel for online application submission and communications with the borrower.
Release Details
Borrower Portal Setup and Deployment
- Customize the portal and emails' look and feel by applying your own branding including your logo, favicon and colors.
- Decide whether to lock borrowers after the application submission or not.
- Connect your SendGrid account for emails sending.
- Add your custom legal documents to receive borrower's consent.
- Connect the portal to your own hosting domain.
- Launch your borrower portal. The portal instance is automatically created, security certificate is automatically signed, and your portal is automatically deployed.
Borrower Experience
- Standard portal currently supports only one applicant - primary borrower.
- Borrowers can create their account by themselves (if create account URL is available) or via accepting the invite sent from Loan Origination System.
- After the borrower passes the registration step, the borrower profile is created in Loan Origination System, and borrower account is created using DigiFi built-in authentication service.
- Application submission process consists of 4 steps:
- Borrower Profile details
- Application Details
- Application Documents Upload (if configured)
- Application Review & Submission
Note
Application Form fully replicates the Loan Product Application Form configuration including calculated variables, address variables, required fields and display conditions.
- Application tasks can now be assigned to a borrower. To complete a task, borrower can upload a document and/or send additional info using comments feature.
- Prior applications and their status are also shown in borrower's account.
More detailed documentation is available in User Manual.
