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Q: Can I share documents with borrowers?

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Written by Hannah Levick

Yes, you can share documents from the LOS with the borrower in the POS.

Find the document you wish to share, then turn on Share to POS. Next to the toggle, choose who can see it: All borrowers (the default) or one or more specific borrowers.

If you want to unshare a document, you can always toggle this off again. If you share it again later, it goes back to the same borrowers

Once a document is shared with the borrower, the borrower can access the document from their POS.

Note: The Majority of documents generated in the LOS will not be shared with the borrower by default. The only document that will automatically be shared will be the pre-approval letter.

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