For AI agents: visit https://docs.digifi.io/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.
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User Manual
Developer Guide
Change Log
v78
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User Manual
Back to DigiFi Homepage
v78
User Manual
Developer Guide
Change Log
Overview of Lending Setup
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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Overview of Lending Setup
How to set up and make ongoing changes to the DigiFi platform.
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