Issues with Pre-Approval or Application
Below is a video on how to use the Quantum Leap feature to help your customer when they are stuck during the Pre-Approval process or the Application. Please refer to the outline below if you are looking for a specific part of the video.
00:50 – 01:22 How to Reset the Pre-Approval
01:22 – 03:15 How to Add a Co-Borrower to Pre-Approval
03:19 – 04:54 How to Remove a Co-Borrower from Pre-Approval
04:55 – 11:22 Other Issues With the Loan Application Process