To edit a loan, Broker can click on ID of the loan. To process a loan, Broker click on status of that loan, then they have to finish step by step of the workflow(How to compare quote?).
While Search bar will allow broker to search for any particular loan through information such as name email or escrow number... Broker also can create alert or view alert from Loans page. How to compare quote?
To-do is another feature that helps brokers, borrowers and escrow users to know what they have to do in order to make a loan funded and easier to communicate. How to compare quote?
Beside from the documents which are generated automatically by the system, broker is able to add documents that we need from borrowers and escrow users.