If you are signed in as a loan officer and you open one of your own borrower application links, you are now taken to the matching on-behalf application in the LO Portal rather than to the borrower's form.
Where it lives
Any borrower intake link — Apply, Prequalify or a Questionnaire — whether you type it, follow a bookmark, or click through from a listing page. There is no separate entry point to remember.
What you get
The on-behalf version of that same application, inside the LO Portal, so you can key in an application for a borrower who is on the phone or sitting with you.
Other staff roles
Staff in roles other than loan officer who open a borrower link are returned to the portal home rather than dropped into an application.
Borrowers are unaffected
Borrowers, co-borrowers, and anyone arriving on a borrower invite go straight through to the borrower form exactly as before. The redirect applies only to signed-in staff.
If you would rather send the link
Your personal application URL can be copied and sent to a prospect directly. The prequalification and short application entry points sit at the bottom of that page.