---
title: "Guide For Borrowers"
slug: "guide-for-borrowers"
updated: 2024-11-14T22:56:34Z
published: 2024-11-14T22:56:34Z
canonical: "docs.thebigpos.com/guide-for-borrowers"
---

> ## 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.

# Guide For Borrowers

**Guide For Borrowers**

**System Overview**

The mortgage portal is your centralized platform for managing your loan application process. This guide provides comprehensive information about the system's features and helps you navigate through your loan journey.

**Key Features at a Glance**

**Core Functions**

- Loan Details: Track your application
- Tasks: Manage required actions
- E-Sign Documents: Sign required paperwork
- Documents: Upload and view documentation
- Co-Borrower Management: Add and coordinate with co-borrowers
- Profile Management: Update your information

**Table of Contents**

1. [Dashboard Overview](/docs/guide-for-borrowers#1-dashboard-overview)
2. [Key Features of the Dashboard](/docs/guide-for-borrowers#2-key-features-of-the-dashboard)
  - 2.1. [Loan Details: Track Your Application](/docs/guide-for-borrowers#21-loan-details-track-your-application)
  - 2.2. [Tasks: Managing Required Actions](/docs/guide-for-borrowers#22-tasks-managing-required-actions)
  - 2.3. [E-Sign Documents: Electronic Signatures](/docs/guide-for-borrowers#23-e-sign-documents-electronic-signatur)
  - 2.4. [Documents: Upload and Management](/docs/guide-for-borrowers#24-documents-upload-and-management)
  - 2.5. [Add a Co-Borrower](/docs/guide-for-borrowers#25-add-a-co-borrower)
3. [Loan Applications](/docs/guide-for-borrowers#3-loan-applications)
  - 3.1. [Apply for a New Loan](/docs/guide-for-borrowers#31-apply-for-a-new-loan)
  - 3.2. [View My Loans](/docs/guide-for-borrowers#32-view-my-loans)
4. [Account and Profile Management](/docs/guide-for-borrowers#4-account-and-profile-management)
5. [Best Practices](/docs/guide-for-borrowers#5-best-practices)
6. [FAQ's](/docs/guide-for-borrowers#6-faqs)

**1. Dashboard Overview**

As a borrower, your dashboard is your main hub for managing your loan application. It provides quick access to all essential functions and gives you a clear overview of your loan status, including:

- Your loan summary
- Important tasks requiring attention
- Document requirements
- E-signature needs
- Co-borrower management

**2. Key Features of the Dashboard**

**2.1. Loan Details: Track Your Application**

- **Purpose**: View and track all aspects of your loan application
- **Key Information Displayed**:
  - Borrower Name
  - Loan Purpose
  - Purchase Price
  - Down Payment
  - Loan Amount
  - Term
  - Type (e.g., Conventional)
  - Status
- **Functionality**: Track application progress and review loan terms

**2.2. Tasks: Managing Required Actions**

- **Purpose**: Keep track of required actions and deadlines
- **Features**:
  - View pending tasks
  - Check completed items
  - Track due dates
  - Submit required information

**2.3. E-Sign Documents: Electronic Signatures**

- **Purpose**: Electronically sign required loan documents
- **Process**:
  - Review documents requiring signature
  - Complete e-signature process
  - Track signed and pending documents

**2.4. Documents: Upload and Management**

- **Purpose**: Manage all loan-related documentation
- **Features**:
  - Upload required documents
  - View submitted documents
  - Track document status
  - Download copies for your records

**2.5. Add a Co-Borrower**

- **Purpose**: Include additional borrowers on your loan application
- **Process**:
  - Send co-borrower invites
  - Track co-borrower status
  - Coordinate application completion

**3. Loan Applications**

**3.1. Apply for a New Loan**

- Start new purchase or refinance applications
- Complete application forms
- Submit required documentation

**3.2. View My Loans**

- Track existing applications
- Review loan status
- Access historical information

**4. Account and Profile Management**

**My Profile: Security Credentials**

- Update personal information
- Manage security settings
- Change contact preferences

**5. Best Practices**

To ensure a smooth loan application process:

- Respond promptly to task notifications
- Submit clear, legible documents
- Keep personal information updated
- Monitor your email for important communications
- Complete all co-borrower information thoroughly
- Review all documents carefully before signing

**6. FAQ's**