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User Guide

Creating Loans

To create a new reverse mortgage loan:

  1. Navigate to the Loans section
  2. Click "Create New Loan"
  3. Fill in borrower information
  4. Complete property details
  5. Review and submit

Managing Documents

Upload and organize documents for each loan:

  • Drag and drop files to upload
  • Organize by category
  • Set document status
  • Add notes and comments

Workflow Management

Use our workflow tools to track loan progress through each stage of the origination process.