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  1. LoanBeam Help Center
  2. Frequently Asked Questions

Frequently Asked Questions

Application

  • How do I create a new loan application?
  • How do I add missing documents to an existing application?
  • How do I change an existing loan application details?
  • How can I delete a loan application?
  • How to add additional documents to an existing LoanBeam Application
  • How to Remove Password from Documents
See all 18 articles

Dashboard

  • How do I search for an Application?
  • How do I Access LoanBeam
  • When is it safe to close to the browser window?

My Account

  • How to I Activate my User Account
  • What are my login information?
  • What if I forgot my password?
  • How can I change my password?
  • What should I do if I get locked-out of my account?
  • Can everyone in the company see my pipeline?
See all 7 articles

Excel Add-In

  • Troubleshooting the Excel Add-in

About LoanBeam

  • Holiday List
  • System Requirements
  • Processing Hours

Miscellaneous

  • Accepted Tax Forms, Tax Years & Borrower's
  • How to Scan Documents for LoanBeam
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