Workflows & Guides
Step-by-step walkthroughs for common LoanForge workflows.
Workflows & Guides
This section provides end-to-end walkthroughs for the most common tasks in LoanForge.
Available Workflows
| Workflow | Audience | Time |
|---|---|---|
| New Borrower Application | Borrowers | ~15 min |
| Returning Borrower (Fast-Track) | Borrowers | ~3 min |
| LO Application Review | Loan Officers | ~10 min |
| Construction Draw Request | Borrowers/LOs | ~5 min |
| Document Request & Upload | Both | ~5 min |
| Budget Import (CSV/Excel) | Loan Officers | ~2 min |
Tip
Each workflow includes screenshots and highlights the exact buttons, menus, and form fields you'll interact with.