Description:
A Partner/Realtor has many tools available to them in the nCino mortgage web portal and in the mobile app. This lists the primary tools available.
Tools:
Mortgage Calculator: Web and App
The partner experience includes the same mortgage calculator as the loan officer and borrower. Note: Calculations can only be saved and shared from the mobile version.
Chat: Web and Mobile
Partners have access to chat messages with loan officers, borrowers and loan teams. They can initiate a chat or receive one directly.
Scanner: Mobile
With the document scanner, partners can scan and send documents to their document inbox, a loan officer, or a client. Partners can access their Document Inbox on the web portal, but cannot upload documents there.
Loan Details: Web and Mobile
Partners can access the loan details from the Loans section OR the Clients section. Here the partner will see limited loan details, and no sensitive borrower information. To stay informed during the loan process, the partner can view progress milestones, buyer statuses, letters, and related contacts.
Letters: Web and Mobile
After a loan originator creates a pre-qualification or pre-approval letter, the partner will receive a copy. Partner’s can view the letter and either request changes or lower the purchase price on the letter directly in the mobile app. (Note: This is a setting feature that must be allowed. Partner’s can not increase the purchase price. A Partner can always view letters, however.) Letters can be found in the loan details.
Summary:
The partner experience is configured with various tools to assist the partner in their daily tasks as well as keep them informed throughout the entire loan process.