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Set Up Borrower Access to Mortgage Applications in Communities
Create and assign a profile to your customer communities and customize your community home and record detail pages.
- Create a Community User Profile for Borrowers
Create a customer community profile with access to mortgage objects and document checklist items. - Assign the Borrower Profile to a Community
Assign the borrower profile to your customer community. - Update Community Pages for Mortgage Applications
Update the Home and Record Detail pages of your community to give borrowers access to mortgage objects, mortgage flows, and document checklist items. - Mortgage Objects Supported by Out-of-the-Box Components and Pages in Community Templates
Check out the list of mortgage objects supported by out-of-the-box components and pages in Experience Builder templates.
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