Clients will receive an email when the application they have submitted to LoanBeam has been processed and the Qualifying Income (QI) statement is ready for review.
VIDEO WALK THROUGH - Reviewing the Results in the Dashboard
SUMMARY:
After you receive the LoanBeam email informing you that the application's analysis is complete, please return to the LoanBeam Dashboard. Locate the column “Files for Download.” There will be a number on the row of the subject application. Clicking that number presents a window with the output File Name(s). As shown below.
Check the box next to the file you want, and click Download, or simply click on the file you want. A copy of the Excel file will download to your computer to either a selected location or to your default download location.
Once done, simply click on the output file on your computer and it will open in Excel
DETAILED STEPS:
Log into LB Dashboard: https://secure.loanbeam.com/DashBoard/Index
6.) This action will allow you to download the Excel files as illustrated below:
7.) You can also select All files by clicking on the Box to the left of "File name" click on the Download tab:
8.) To select specific Files, click the box to the left of that individual file and click the Download button:
9.) You can also move to different pages by clicking on the numbers at the bottom of the page above the Download button: