Carrie Deakin's profile

Borrower onboarding

Borrower onboarding
Goal: To help borrowers better understand the next steps in the application process, and give them a smoother entry into the online application. 

Currently in beta with 5 customers.
If the borrower chooses "I'm just thinking about buying," we have them fill out some initial information so the lender can reach out to start discussions about budget, shopping, pre-approval, etc. 
If the borrower chooses any of the other 3 options, we take them directly to a milestones page that outlines, at a high-level, some of the next steps in the process.
Borrower onboarding
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Borrower onboarding

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