Setting Up The LOS

How to set up DigiFi's Loan Origination System.

Overview

Prior to using the Loan Origination System, you should complete the following steps to configure the LOS to fit your company's needs.

  1. Add and configure your Loan Products and application structure.
  2. Configure Borrowers.
  3. Configure Intermediaries (if applicable for your business).
  4. Configure Process Automation.
  5. Configure Application Labels.
  6. Set up the basic integrations that are available within Company Settings (e.g. DocuSign, SendGrid, etc.)

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Permissions Required

The Configuration section of the Loan Origination System product is only available to users with Owner-level and Admin-level permissions. Other users have access to all of the processing functionality within LOS (subject to other permissions that you may choose to configure).