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User ManualDeveloper GuideChange Log
v74

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User Manual
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v74User ManualDeveloper GuideChange 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
    • Application Workflow Statuses
    • Application Data
    • Application Borrowers
    • Application Intermediary
    • Application Documents
    • Application Tasks
    • Application Decisioning
    • Application Integrations
    • Application Team Members
    • Application Communications
    • Application History
    • Application Labels
    • Application Notes
  • Tasks
  • Decisions
  • Integrations
  • Borrowers
  • Intermediaries
  • Communications

Lending Setup

  • Overview of Lending Setup
  • Loan Products
    • General Information
    • Basic Setup
      • Workflow Statuses
      • Applicant Types
      • Lender Application Views
      • Manual Application Form
      • Communication Templates
      • Task Templates
      • Document Folders
      • Document Generation
      • E-Signature
      • OCR Data Extraction
      • Labels
    • Advanced Automation
      • Decision Strategies
      • Data Integrations
      • Calculated Variables
      • Automation Builder
    • Portal Pages Setup
      • Borrower Portal Pages Setup
      • Intermediary Portal Pages Setup
    • Access Permissions
  • Profiles
    • Borrower (Person)
    • Borrower (Company)
    • Intermediary
  • DigiFi AI Agent
  • Integration Marketplace
    • Marketplace Overview
    • ATTOM Data
    • Canopy
    • Clarity Services
    • ComplyAdvantage
    • CRS Credit
    • DataX
    • Dealertrack
    • DocMagic
    • Docusign E-Signature
    • Equifax
    • Experian
    • Finastra LaserPro
    • Gestalt
    • Google Analytics
    • Google reCAPTCHA
    • HouseCanary
    • IDology
    • Jack Henry
    • Kelley Blue Book
    • LexisNexis
    • LexisNexis ThreatMetrix Session ID
    • LoanPro
    • Mambu
    • Middesk
    • PandaDoc E-Signature
    • Peach
    • Plaid
    • Plaid Link
    • Point Predictive
    • Prism Data
    • Quiltt
    • Quiltt Connector
    • SentiLink
    • SendGrid Email Delivery
    • Synthetiq Data Extraction
    • TeleTrack
    • TransUnion
    • Twilio SMS Messaging
    • ValidiFI
  • Variables (Data Fields)
  • Deployment

Digital Portals Setup

  • Borrower Portals
    • Overview of Borrower Portals
    • General Settings
    • Appearance
  • Intermediary Portals
    • Overview of Intermediary Portals
    • General Settings
    • Appearance
  • 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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Intermediary

How to customize intermediary's profile in the DigiFi platform.

    • General Information
    • Intermediary Profile Sections
    • Intermediary Profile Variables
    • Managing Required Fields
    • Variable Display Conditions
    • Conditional Formatting
    • Custom Validation
    • Duplicating Data to Applications
    • Change Log