Let's walk through the process of managing realtor access to the QuickQual calculator from a borrower's perspective.
View a QuickQual Calculator as a Borrower
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Log in to QuickQual:
- Access Step 4 of a given QuickQual.
- Locate the link and access pin at the top of the page to view as a borrower.
- Click the link and enter the provided PIN to log in as the borrower.
How Borrowers Manage Realtor Access:
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Removing Realtor Access:
- The borrower can manage realtor access by clicking on the "Realtor Access" button located at the bottom of the calculator.
- A message will confirm the current sharing status with the agent’s name displayed.
- To remove access, the borrower can uncheck the box and click "Done."
- This action will prevent the agent from accessing and seeing the QuickQual on their dashboard.
- The borrower can manage realtor access by clicking on the "Realtor Access" button located at the bottom of the calculator.
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Restoring Realtor Access:
- If access needs to be restored, the borrower can revisit the "Realtor Access" button.
- Recheck the box and click "Done."
- The agent will then be able to view and access the QuickQual again on their dashboard.
Note: If an agent reports they can no longer see a borrower's QuickQual, it is possible the borrower has removed access. If that is the case, instruct the borrower to re-enable their access using the steps above.
By following the steps outlined above, borrowers can seamlessly remove or restore QuickQual access for their real estate agents. This ensures that the right people have visibility when needed while maintaining borrower privacy. For any additional support, don't hesitate to reach out to our support team here at LenderLogix!