video1.0<iframe src="https://www.loom.com/embed/c5ecd7b9899d46f9931e72282cf39e6e" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/c5ecd7b9899d46f9931e72282cf39e6e-4be82bc16c196e52.gif138.861This Loom explains the Broker Fill Mode on Client Portals, showing how to fill in information for a client without requiring screen sharing. The client can accept or reject the auto-filled details and make corrections if needed. You can use it on in-review or in-progress applications by clicking Fill on behalf and editing fields such as first name, marital status, and employer name for one or multiple borrowers. You can also upload documents on the client’s behalf using the Upload button, and then click Save when finished.