---
title: "Borrower completing tasks"
slug: "borrower-completing-tasks"
updated: 2026-09-18T17:41:41Z
published: 2026-09-18T17:42:25Z
canonical: "docs.thebigpos.com/borrower-completing-tasks"
---

> ## 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.

# Borrower completing tasks

The BIG POS | Job Aid

    

![Logo with text THE BIG POS in blue and red](https://cdn.document360.io/21895997-b73e-4454-b2fc-b392bce2e236/Images/Documentation/borrower-completing-tasks_page_0001_img_01.png?sv=2026-02-06&spr=https&st=2026-11-14T04%3A22%3A35Z&se=2026-11-14T05%3A22%3A35Z&sr=c&sp=r&sig=LKfl2y42eBGqPvREpvSa3FrCzenfWUENNidujEQOF1Q%3D)

    

## 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.

    

![Dark-themed borrower portal dashboard screenshot showing left navigation pane with items like Dashboard, Tasks, Documents; center list titled My Tasks with document names, orange status badges like Incomplete, and blue Upload buttons on the right; red arrow annotations pointing to Upload buttons](https://cdn.document360.io/21895997-b73e-4454-b2fc-b392bce2e236/Images/Documentation/borrower-completing-tasks_page_0001_img_02.png?sv=2026-02-06&spr=https&st=2026-11-14T04%3A22%3A35Z&se=2026-11-14T05%3A22%3A35Z&sr=c&sp=r&sig=LKfl2y42eBGqPvREpvSa3FrCzenfWUENNidujEQOF1Q%3D)

Page 1 of 1