How do I Reset a Borrower/Client Password

Only Managers(Admin Rights) can reset a borrower's password

You can change the password of the borrower/client via the following:

CRM > Borrowers > Borrower List, then click the "Click to Change Password" icon in the borrower's Actions column

*Please note this can only be done by a manager of your company.

Tip: the borrower can self-reset on the login page

Note: borrowers log in from the borrower login link in Settings > Platform Settings > Web Forms / Logins.

We also have a default borrower email template called "Borrower - Login Portal"