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Enabling MyLoanCenter

MyLoanCenter is disabled for your borrowers by default. You have the option to change that by following the steps below.

  • Click the Edit button below the On / Off toggle.

MyLoanCenter Toggle

  • Click the Turn On button to enable MyLoanCenter. If you decide to change your mind you can click the Cancel option.

Turn On MyLoanCenter
MyLoanCenter On

The toggle should now display that MyLoanCenter is ON, however enabling will have no effect on your borrowers yet. They will not receive anything until after you invite individual borrowers.

Then you can choose which loan number you want the borrower to see inside their MyLoanCenter portal, either AFR’s or yours. This is strictly a preference and whatever you would like to use.

Next, we will configure the settings that work best for you and your clients.

Automatically send borrower documents to AFR for processing: When a borrower uploads documents in their MyLoanCenter portal, you can either allow it to automatically go to AFR for review, or you can require that someone in your company manually permits each upload to move to AFR for review. This will allow you to both confirm that the document clears the condition before AFR receives it, and also to permit you wait so that you send multiple documents at the same time for improved review efficiency.

Allow borrowers to upload documents: this must be set to Yes for borrowers to be able to upload documents to MyLoanCenter. This must be set to Yes for borrowers to be able to upload documents to MyLoanCenter.

Only allow documents to be uploaded as part of a Borrower Assignment: The borrower can upload documents via two methods. The first is using an assignment that the client gives to the borrower and the borrower uploads to that assignment. For instance, the assignment may be “Need two years W2’s”. The client will upload the W2s through that assignment. The other option is a generic upload function where the client can upload any documents deemed needed, even if there is no assignment. If you choose yes on this option, the only way borrowers can upload documents is via assignments.