How to Set the Borrower Portal Default Product
Note: this only applies to organizations using the mortgage vertical's Borrower Origination Web Portal. If that doesn't apply to you, skip this article.
Pick which vendor product new applications from your Borrower Origination Web Portal get automatically tagged with.
Before you start
Three things must all be true before the control even appears:
- The Lines of Business app is switched on for your organization (Settings → Apps).
- You have an active market whose Line of Business is Mortgage (Settings → Lines of Business).
- You have a Residential Mortgage lead market (Settings → Client Relations Manager → Markets & Fields).
If any of these are missing, the Vendors & Products page shows a warning banner naming exactly which ones — check that first.
Steps
- Go to Settings → Client Relations Manager → Vendors & Products.
- Select your Residential Mortgage market's tab (the star toggle described below only shows up on that market's vendors).
- Expand a vendor and find the product you want as the default.
- Click the star icon on that product's row to designate it — a filled star means it's the current default. Clicking a different product's star moves the designation there instead; only one product across all vendors can hold it at a time.
What you'll see
New applications started through the Borrower Origination Web Portal are automatically tagged with this product's lead source. You'll see a confirmation ("'{title}' is now the Borrower Origination Web Portal default product") when you set it, and a different one when you clear it.
