How To Edit Company Information

The "Company Information" section lets you manage the following information:

• Company Name, which will appear throughout both the DigiFi platform and certain borrower-facing elements (including emails and standard digital lending portals).
• Primary Contact, which lets your team members know who your platform administrator is.
• Legal Address, which will appear in certain areas of the system, primarily for legal or compliance reasons (e.g. email footers to comply with the CAN-SPAM Act).
• Country, which will appear in certain areas of the system, primarily for legal or compliance reasons.

To edit your company's information:

• Navigate to the "Company Information" tab.
• Click the "Edit Details" button. This will change the screen to an editor mode.
• Make any changes you would like.
• Click the "Save Changes" button.

How To Edit Region Settings

The Region Settings section lets you manage the following information:

• Phone Format controls the default format of variables with the data type of "Phone Number".
• Currency Format controls the default format of variables with the data type of "Currency".
• Date Format controls the default format of variables with the data type of "Date".
• Identification Number Type controls the default format of variables with the data type of "Identification Number".

To edit your company's region settings:

• Navigate to the "Region Settings" tab.
• Click the "Edit Details" button. This will change the screen to an editor mode.
• Make any changes you would like.
• Click the "Save Changes" button.

You'll then be prompted to decide whether these changes should automatically update existing variables.