---
title: "What Realtors and settlement agents see on a loan"
slug: "82-what-realtors-and-settlement-agents-see-on-a-loan"
updated: 2026-11-02T18:44:08Z
published: 2026-11-02T18:33:13Z
canonical: "docs.thebigpos.com/82-what-realtors-and-settlement-agents-see-on-a-loan"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thebigpos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What Realtors and settlement agents see on a loan

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.