This update provides loan officers more visibility and control over a client’s financial data (assets, income, credit, debt, and REOs), agnostic to transaction data and product experiences, to advise and review their clients more holistically. This view is accessible for any client, regardless of stage. As specced, this page should be used for advisory and general visibility, but in the future could be paired with document review, eligibility, and affordability tools.
This project will be released in two parts. The first phase consists of building out a read-only view of the financial profile, which will be accessible to the Hemlock user from account creation onward. The second phase will add editing functionality on top of the read only view, with restrictions around who can edit information and when. For now, this is a dynamic view into a client’s information. Anything shown or edited in this view will reflect or update the underlying borrower data everywhere