Client Mobile App – Video Tutorials

Free Tools To Help You Have A Better Experience

Free Mobile App for Clients

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Video 1: Borrower App - Getting Started / Sign in

(1:10) Getting Started - A walkthrough showing how an App User accesses their mobile app for the first time.  

Video 2: Borrower App - Home

(3:17) A break down of what is found on the Info page of the mobile app, including contact information, access to the profile page, where to share the app from, and viewing web links. 

Video 3: Borrower App - Loan Application


(1:36) A tutorial to the Borrower of how they can fill out a loan application from the mobile app. Detailed are the format of the types of answers that can be provided and how to edit the application before submitting.

Video 4: Borrower App - Mortgage Calculator


(1:09) An overview of the mortgage calculator and how to run different scenarios, view details, save calculations, and share the results.

Video 5: Borrower App - My Loan


(1:27) A view of the Borrower's My Loan tab from the mobile app and the details they can see concerning their loan details, milestones, and requested document list.

Video 6: Borrower App - Scanning Documents


(2:05) Explanation of how a borrower may securely scan and upload documents to their loan application.

Video 7: Borrower App - Sharing the App


(0:43) Details about how the app can be shared from a mobile device to new or existing contacts, or even just doing a 'quickshare.' 

Video 8: Borrower App - eSigning Disclosures Mobile


(1:21) Showing the borrower how they may receive notifications of when documents need to be eSigned or WetSign and how they can go about it from their mobile device.

Video 9: Borrower App - Multi Loan Management


(1:08) Walkthrough how a Borrower may login and manage multiple loans from their Mobile App. 

Video 10: Borrower Dashboard - Getting Started 


(1:10) A walkthrough showing how an App User how to access their online dashboard for the first time.

Video 11: Borrower Dashboard - Loan Application


(1:37) A tutorial to the Borrower of how they can fill out a loan application from their online dashboard. Detailed are the format of the types of answers that can be provided and how to edit the application.

Video 12: Borrower Dashboard - Uploading Documents


(1:06) Explanation of how a Borrower may securely upload documents to their loan application.

Video 13: Borrower Dashboard - eSigning Disclosures 


(1:21) Showing the Borrower how they may receive notifications of when documents need to be eSigned or WetSigned and how they can go about it from their online dashboard. 

Video 14: Borrower Dashboard - Multi Loan Mgmt


(1:11) Walkthrough how a Borrower may login and manage multiple loans from their Web Dashboard.

Free Mobile App for Clients

For Free Rates Access, Click Here