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User Manual Developer Guide Change Log

v74

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User Manual

Back to DigiFi Homepage

v74User Manual Developer Guide Change Log

General

Introduction
Standard Loan Templates
Your Profile & Security
Team & Permissions
Billing
Branding (Logo, Colors & Language)
Testing & Production Modes
Single Sign-On

Lending System

Dashboard
Applications: Overview
Applications: Creating New
Applications: Board & Table Views
Applications: Processing Details
Tasks
Decisions
Integrations
Borrowers
Intermediaries
Communications

Lending Setup

Overview of Lending Setup
Loan Products
Profiles
DigiFi AI Agent
Integration Marketplace
Variables (Data Fields)
Deployment

Digital Portals Setup

Borrower Portals
Intermediary Portals
Custom Portals

Reporting

Reporting

FAQ

FAQ: Sign In
FAQ: Team & Permissions
FAQ: Documents
FAQ: Tasks
FAQ: Communications
FAQ: Variables & System Fields
FAQ: Workflow Statuses
FAQ: Data Integrations
FAQ: Decision Strategies
FAQ: Automation Builder
FAQ: Borrower and Intermediary Portal
FAQ: Deployment

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Gestalt

How to connect Gestalt to the DigiFi platform.

- Overview of DigiFi-Gestalt Integration
- - How to Obtain Gestalt Endpoints
  - How to Connect the Gestalt Integration