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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
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