Adding / Inviting coborrowers

Navigate to BPOS Loan Officer Dashboard

Navigate to “My Pipeline”

Select the “3 dots” at end of file and select “Impersonate”

Select “Add Co-Borrower”

From here you will see “Send Invitation” & “I’ll provide the Information” we will review each option below

Send Invitation
- Populate “First/Last Name” “Email address” “phone” and select Continue

I’ll provide the Information
- Complete “Co-borrower loan application” and select Continue

To end impersonation, click “Stop Impersonating”