Broker Fill Mode

Broker Fill Mode lets you enter portal fields on the client's behalf. Useful when the client is stuck, you already have the info, or you want to pre-fill before they ever open the portal.

When To Use Fill Mode

• Client is stuck - they don't know what to put in a field, you do.
• Client called you with the info - you've got it on a phone call, just type it in for them.
• Pre-fill before they open - populate everything you already know so they have less to do.
• Time-sensitive - speed up a submission you'd otherwise wait on.

Switching Into Fill Mode

1. Open the client's session detail view.
2. Click Fill Mode in the top-right.
3. The view switches into the borrower's perspective, but with you doing the typing.
4. Work through any tabs/fields you want to populate.
5. Save to commit what you've filled.

What The Borrower Sees Once You've Filled Fields

The next time they open their portal, any fields you've filled appear pre-populated. They can:

• Accept what you filled by moving on.
• Edit any field if your info was wrong.

There's no warning that "your broker filled this for you" - it just appears filled. Trust is implicit in the relationship.

Switching Back

Click Exit Fill Mode in the top-right. You're back to the standard broker view.

What Fill Mode Doesn't Do

• It doesn't submit on the borrower's behalf. They still have to formally submit. Fill mode is for filling fields, not signing or submitting.
• It doesn't upload docs as the borrower. You can attach docs you've collected separately, but the borrower's own doc uploads still come from them.
• It doesn't sign signature blocks. Signatures require the borrower's input.

A Practical Workflow

A common pattern:

1. Get the client on a quick 10-minute call.
2. Open Fill Mode in parallel.
3. Walk through the portal with them, typing as they speak.
4. Send them a quick text: "I've filled in what we discussed - please review and submit when ready."
5. They open, scan, submit.

What To Do Next

• Review the submission once they submit: Working A Portal Submission.
• Understand the borrower's view: What The Borrower Sees On Their End.