Inviting your first client

Unified Loan System makes it easy to onboard new borrowers. You can send them a direct invite link that tracks their application back to your pipeline.

Sending an Invite

1. From the Dashboard, click the Invite Borrower button (usually top right).
2. Enter the borrower's Email Address and First Name.
3. (Optional) Add a personal note to the welcome email.
4. Click Send Invitation.

The borrower will receive an email with a secure link to create their account and start their application.