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› Which actions does Moso support for a prospect?
Which actions does Moso support for a prospect?
Last updated at
March 22, 2018
Default status of application is “Open”, Moso supports many actions for a prospect as below:
Assign: Change Loan Originator or Processor
Convert to Loan: Initial a form for user to convert this application to loan
Change Application Type: change current application to another type
Disqualify: Disqualify a prospect
Export to Fannie Mae 3.2: Generate application to the .fnm file
Import from Fannie Mae 3.2: Override, update information from .fnm file
Invite borrowers: Initial an email to borrowers
Email History: keep track all email histories relates to the application
History: Keep track all updation histories of the application
Delete: Delete the application
Log in as Borrower: Change to Portal Borrower page with main borrower's account
Moso Software, Inc.