Where to Get the Quick Application Link for Borrower Access
You can share a direct application link with your borrowers so they can start a new loan application or log in with an existing account. Follow the steps below based on where you're accessing the system from.
Option 1: If You Are Logged Into the Sphere LOS
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From your Loan Origination System (LOS) dashboard, click the My POS tab.
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This will take you to the My Pipeline POS landing page.
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In the top right corner, locate the Quick Application link.
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Click to copy the link.
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You can now paste and share this link with your borrower. The borrower can start a new application or log in with an existing account using this link.
Option 2: If You Are Logged Into the Sphere CRM
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From your Sphere CRM dashboard, click on My Pipeline.
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You’ll be directed to the POS landing page.
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In the top right corner, locate your Quick Application link.
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Click to copy the link and share it with your borrower. The borrower can start a new application or log in with an existing account using this link.
If you have any questions or need help, feel free to reach out to us at support@spherelos.com. We're happy to assist!