Company Information

How to provide your company's basic details and region settings.

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.