Accessing LoanBeam in Empower

Follow

From inside a loan in Empower:

3.png

Each Empower client will be configured a little differently, but in this demonstration environment, the “LoanBeam” option under the ‘Services’ menu drop down will navigate the user to the LoanBeam screen. You may also be see a navigation option to the screen in the Workflow sidebar.

1.png

Here’s a screenshot of the LoanBeam screen when first loaded.

2.png 

  • The only option in the ‘Active Order’ dropdown is “Begin New Order”
  • The ‘Template Name’ dropdown can be set to a defaulted value if desired
    • See the LoanBeam Admin Guide for more information on setting this default
  • The ‘Borrower Name’ dropdown will show all of the Empower borrowers for the loan
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments