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
- Open the client's session detail view.
- Click Fill Mode in the top-right.
- The view switches into the borrower's perspective, but with you doing the typing.
- Work through any tabs/fields you want to populate.
- 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:
- Get the client on a quick 10-minute call.
- Open Fill Mode in parallel.
- Walk through the portal with them, typing as they speak.
- Send them a quick text: "I've filled in what we discussed - please review and submit when ready."
- 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.