Create a Community User Profile for Borrowers

Create a customer community profile with access to mortgage objects and document checklist items.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Ensure that communities are enabled for your organization.

From Setup, in the Quick Find box, enter Profiles, then select Profiles.
On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile.
On the Clone Profile page, enter Borrower for the cloned profile name and save.
On the Borrower Profile page, click Edit.
Under General User Permissions, enable Run Flows.
Under Standard Object Permissions, enable read access for Document Checklist Item.
Under Standard Object Permissions, enable read, create, edit, and delete access for Loan Applicants, Loan Applicant Addresses, Loan Applicant Assets, Loan Applicant Declarations, Loan Applicant Employments, Loan Applicant Incomes, Loan Applicant Liabilities, Loan Application Assets, Loan Application Financials, Loan Application Liabilities, Loan Application Properties, Loan Application Title Holders, and Residential Loan Applications.
Click Save.

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