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The Borrower Dashboard Element provides a complete solution for borrowers to manage in-progress mortgage loans and communicate with their Pylon loan officer. Once a loan application has been submitted, borrowers use the dashboard to complete required tasks, upload documents, and track their loan’s progress through all stages until closing.

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What it does

The Borrower Dashboard Element provides a comprehensive loan management experience that enables borrowers to:
  • View loan status and progress - See current loan stage, approval status, and progress indicators
  • Complete tasks - View and complete borrower tasks assigned by loan officers, including document uploads
  • Upload documents - Securely upload required documents like pay stubs, bank statements, tax returns, and other verification documents
  • Communicate with loan officers - Send and receive messages with assigned loan officers
  • Download documents - Access and download important documents like pre-approval letters, disclosures, and closing documents
  • Customize pre-approval letters - Generate and customize pre-approval letters with property addresses and loan amounts
  • Track order-outs - Monitor the status of third-party services like appraisals and title orders
  • View disclosure status - See which disclosures have been sent and signed
  • Monitor loan stages - Track the loan as it progresses through Processing, Underwriting, Conditionally Approved, Clear to Close, and other stages
All sensitive information is handled securely and never exposed to your frontend. The Element communicates directly with the Pylon API using secure authorization leases, ensuring that sensitive data only flows between Pylon’s servers and the Element, never through your application’s frontend code.

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How it works

The Borrower Dashboard Element is programmatically generated and rendered seamlessly inline. It communicates securely with the Pylon API using the authorization lease you configure in your backend. Here’s what the Element builds into your application: Borrower Dashboard Element
To ensure optimal display, the Borrower Dashboard Element should take up most of the page, with only your global layout surrounding it. Avoid displaying other UI elements on the same page to prevent visual conflicts.

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Getting started

1

Set up authentication

Configure your backend to handle Pylon authorization requests. This is required before using any Elements.
2

Install the library

Add the Pylon Elements library to your project: bash npm install @pylonlending/react-elements --save
3

Build the Element

Import and configure the Borrower Dashboard Element in your app. See the setup guide for details.
4

Customize (optional)

Optionally customize the theme and set up polling to monitor loan status changes.

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When to use

Use the Borrower Dashboard Element when:
  • A loan application has been submitted (submitted: true)
  • You want to show borrowers their in-progress loans
  • Borrowers need to complete tasks or upload documents
  • Borrowers need to communicate with loan officers
For new or in-progress applications that haven’t been submitted, use the Loan Application Element instead.

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Next steps