New Customer Facing Experience

Introduction

This tutorial provides a comprehensive overview of the new customer-facing experience for borrowers using Broker Plus by PreApp 1003. With a focus on enhancing the user interface, this guide will help you navigate the application and toolbox features designed to streamline processes for both originators and borrowers.

Step 1: Accessing the User Interface

• Visit the Website: Start by navigating to the Broker Plus platform.
• Login Credentials: Enter your username and password to access your account. If you do not have an account, follow the registration process to create one.
• Explore the Dashboard: Familiarize yourself with the main dashboard where you can find key features and tools.

Step 2: Navigating the Application Process

• Start a New Application:
  • Click on the 'New Application' button on the dashboard.
  • Fill out the required borrower information, including personal details and financial history.
• Save and Continue: Make sure to save your progress frequently to avoid data loss.

Step 3: Utilizing the Toolbox Features

• Access Toolbox: From the main menu, select the 'Toolbox' option. Here you will find various resources.
• Loan Calculators: Use the loan calculators to estimate monthly payments, interest rates, and loan options.
• Document Upload: Upload necessary documents for verification directly through the toolbox for convenience.

Step 4: Completing the Application

• Review Application: Before submission, review all entered information for accuracy.
• Submit Application: Once verified, click on the 'Submit' button to send your application for processing.
• Track Status: Use the application tracker feature to monitor the status of your application in real-time.

Step 5: Communicating with Your Broker

• Messaging Feature: Utilize the built-in messaging feature to communicate directly with your broker for any questions or updates.
• Notifications: Enable notifications to receive timely updates and reminders related to your application.

Conclusion

In this guide, we explored the new customer-facing experience for borrowers using Broker Plus by PreApp 1003. You learned how to access the user interface, navigate the application process, utilize toolbox features, and communicate effectively with your broker. For further assistance, consider exploring additional resources on the platform or contacting customer support for personalized help.