Borrower Portal Tasks

Overview: The LO will assign Tasks, 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”