Help intermediary loan originators start new loan applications and view status directly in the Intermediary Portal. Guided workflows lead them through data entry and document uploads to ensure completeness and reduce errors. Lenders can monitor the application lifecycle from submission to underwriting and assign action items for follow-up. This shared visibility reduces inquiries to relationship managers and improves collaboration between partners and processing teams.
Where: This change applies to Lightning Experience in Enterprise, and Unlimited editions with the Digital Lending permission set.