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Getting Started
Introduction
Your Profile & Security
Team & Permissions
Plan & Billing
Setting Up The Platform
Overview
Company Information
Branding (Logo & Colors)
Variables (Data Fields)
Loan Product Setup
General Loan Product Information
Workflow Statuses
Lender Application Views
Standard Task Checklist
Calculated Variables
Decisioning Automation
Email Automation
Document Folder Structure
Team Member Assignment
Application Form
Rejection Options
Application Labels
Borrower Setup
Intermediary Setup
Decisioning & Integration Setup
Decision Strategies
Data Integrations
Deployment
Digital Lending Portal Setup
Standard Borrower Portals
Custom Digital Lending Portals
Email Setup (SendGrid Integration)
E-Sign Setup (DocuSign Integration)
Using The Platform
Overview
Applications: General Information
Applications: Creating New
Applications: Board & Table Views
Applications: Processing Details
Application Workflow Statuses
Application Data
Application Borrowers
Application Intermediary
Application Documents
Application Task Checklists
Application Decisioning & Integrations
Application Team Members
Application Emails
Application History
Application Labels
Application Notes
Borrowers
Intermediaries
Task Work Queue
Applications: Processing Details
Updated 3 months ago
