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”