Users
Users
Task-based how-tos for AEs and brokers using the Loan Portal.
Step-by-step guides for people using the Loan Portal day to day — written in plain language, no engineering knowledge assumed.
Add a Borrower to a Loan
Add a borrower and fill in their employment, assets, liabilities, and REO.
Generate Disclosures for a Loan
Audit a document package, send disclosures for e-signature, download the PDF, and review history.
Request a Change of Circumstance
Document a change to a loan — fees, rate, occupancy, compensation — and file the request to MeridianLink.
More guides coming
This section grows as guides are written: working the loan-detail tabs (1003/URLA, pricing, fees, conditions, documents), managing leads, and the rest of the origination workflow.