FAQ: Borrowers and Intermediaries

Yes, you can change the primary borrower. Open the application and click Edit Applicants. Select the co-borrower you want to make the primary borrower, click the three-dot menu, and select Make Primary Borrower.

Changing the primary borrower will not change task assignees. However, the information associated with the tasks may become outdated and require additional review.

In some cases, email providers such as Hotmail, Yahoo, or Apple Mail may block messages.

We recommend checking SendGrid → Activity → Email Logs to confirm delivery status.

If emails are blocked, using a Gmail address is recommended for testing.

Yes. Borrowers can upload documents through tasks assigned to them.

If a workflow status requires certain documents to be provided, a task can be created requesting those uploads. The borrower will then be able to upload the required files through the portal when completing the task.

Yes. If you are using the DigiFi standard borrower portal, each page of the portal can be customized.

Where: Digital Portals Setup → Portal Pages Setup → Portal → Page → + Add Element

You can add and configure different elements on the page, such as instructions, fields, or progress indicators.

Yes. Borrowers can see where they are in the application process if progress indicators are configured on the portal pages.

You can include elements such as a progress bar or other visual markers to help borrowers understand which step of the application they are currently on.

Where: Digital Portals Setup → Portal Pages Setup → Portal → Page → + Add Element

From there, you can add elements that help guide borrowers through the application flow and show their progress.

No. Only one standard borrower portal can be launched per account.

The portal supports both person and company borrower profile types.

No. If a borrower applies using a person profile type, they will not be able to apply for loan products that support only the company borrower type.

By default, the portal restricts borrowers from submitting another application for 30 days after applying.

To allow borrowers to apply again immediately, update the setting below.

Where: Digital Portals Setup → Production/Testing Portal → Settings → Edit General Settings

Set the value of Allow Borrowers To Re-Apply After to 0.

This disables the borrower lock period and allows borrowers to apply again without waiting.

To unlock a borrower, navigate to:

When locking a borrower, you can optionally provide a reason and set an expiration date for the restriction.

When the Primary Borrower is changed, the previous Primary Borrower automatically loses access to the original application.

If the new Primary Borrower does not already have a portal account, they must first receive a new portal invitation and create their account before they can access the application.

Your portal element may have a Display Condition configured.

Portal elements are only displayed when their Display Condition evaluates to true. If the condition is not met, the element will remain hidden.

Yes. Legal Consents can be configured to display either internal consent content or a link to an external Terms & Conditions page by enabling the external URL option.

Intermediaries cannot create accounts without an invitation.

To invite an intermediary, navigate to

Multiple users can have accounts under the same intermediary.