Partners on a loan now get a loan view built for them rather than the full internal one. Worth knowing before you add a Realtor or settlement agent to a file, because the first question they ask is usually what they will be able to see.
What partners see
A simplified loan summary — enough to follow where the transaction is without exposing the borrower's financial position.
What is deliberately left out
For Realtors and settlement agents, these are not shown:
- Loan costs
- Credit scores
- LTV, CLTV and DTI
- Existing mortgages
So if a Realtor tells you a figure is missing from their view, that is the design rather than a fault, and there is no setting to switch it back on for them.
Loan Details tabs
Partners also see the Loan Details tabs read-only. They cannot edit, add or remove application information, which is restricted to loan officers, LOAs, processors and admins.
Documents
Settlement agents can open the loan documents that have been shared with them. If a settlement agent reports they cannot open a document, check first that the document was actually shared to the loan rather than assuming an access problem.
Partner lists
The partner lists in the system show Realtors and settlement agents only, and the Current Partners role filter narrows that further. Partner records open whether or not a branch is attached to them.
Partner invites are one of the features that needs switching on for your environment — if you cannot find them, ask your administrator to request activation.