PQ Linq and Borrower Portal Form

Name

Loan Officer name

Identify your role

Company

Loan Series Number Also known as your branch's cost center.

2nd Loan Series Number If more than one loan series number, please list number(s) and details here.

Additional user(s) Additional user(s) on account? Please list name(s) and email(s).

Notifications Which team members (including yourself) need to receive notifications when a new prequal is entered?

Auto Credit Pull

Do you want auto credit pull?

Which report(s)?

Experian
Equifax
TransUnion

Auto Create Loan Do you want PQ Linq and LoanFly to auto create the new loan in LoanSoft?

Submission Page Options

Show Credit Authorization form on Submission page

Show SSA Release form on Submission page

Auto-reply Email Options

Customize Auto-Reply Would you like to customize the auto-reply email to borrower? If no, the following default message will be used: "Thank you for submitting your loan prequalification! We understand the confidentiality of all you just shared with us, and will treat it securely and carefully. You’ll be contacted in the next few days by a member of our team. We look forward to working with you!"

Auto-Reply Copy Please provide the copy you would like to use.

Attach Credit Authorization form on auto-reply email

Attach SSA Release from on auto-reply email

Referral Email Would you like to receive a referral email, one that does not contain NPPI that you can forward to a realtor to show that the borrower that they know successfully submitted their prequalification form?

Credit Options

Preferred Credit Vendor Who is your preferred credit vendor? Please make sure that your choice is set up in LoanSoft as well.

Borrower Portal Notification Options

Borrower Portal Document Uploads Would you like Borrower Portal document uploads sent as attachments via email to you, the Loan Officer, and your Processor if you have one?