Product
How Loan Portal features behave — events, workflows, parity, and roadmap.
The product team's source of truth for how features behave.
Events & Workflows
What the system does automatically when a loan moves through its lifecycle.
Disclosures
How the disclosure workflow behaves — audit severities, archive status, and what differs for leads.
Change of Circumstance
How the COC request behaves — reason categories, what writes to MeridianLink vs. what's documented, and the manual-for-now review model.
Parity & roadmap live in the source repo
LoanPortal→FlexPointPortal parity checklists, the backlog, and the roadmap are
planning/status artifacts and stay in FlexPointPortal/apps/flex-hub, not
in this durable reference hub. This section documents how shipped features
behave.
Request an Initial Closing Disclosure
Step-by-step guide to requesting an Initial Closing Disclosure — clearing the eligibility checklist, recording contacts and non-obligor borrowers, and filing the request to MeridianLink.
Events & Workflows
What happens behind the scenes when a loan moves through its lifecycle — the events fired, who listens, and what gets triggered.