The BIG POS | Job Aid
Borrower Portal Tasks
Job Aid
Overview: Tasks will be automatically set up based on application input, which will show up here. Once the “Task” is completed by Borrower, it will be viewable via “Documents tab” Borrower Documents
*System will notify status of tasks to borrower and LO
- Navigate to BPOS Borrower Dashboard
- If multiple Loans, select the one you wish to work
- Select “Tasks” on left side pane
- From here you will see assigned tasks
- Details to include: Name, Type, Status, Due Date and Created.
- Borrower can select the “arrow” next to task for additional information
- Borrower can upload Tasks by selecting “Upload” selecting file and selecting “Save”
Once the borrower has uploaded tasks, they will drop into the encompass efolder under ‘POS-Paystub’, ‘POS-Bank Statements’ etc. rather than file manager.
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