From inside a loan in Empower:
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.
Here’s a screenshot of the LoanBeam screen when first loaded.
- 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