Loan Origination
This part of the documentation explains how you can use the Loan Origination module to close more loans in less time and with less staff.
Loan Files
- How to add a funding lender to a loan in Loan Origination?
- What is a custom field in a loan file?
- How to use the custom fields grid in a loan file?
- How to edit a custom field in a loan file?
- How to delete a custom field in a loan file?
- How to change the custom field display order in a loan file?
- How to add, edit, or delete a custom field tab in a loan file?
- How to add a custom field in a loan file?
- How to use the categories window?
- How to use prepaid payments handling?
SmartViews
- How to use the manage loan SmartViews™ grid?
- How to import a SmartView™?
- How to export a SmartView™?
- How to add a SmartView™?
- How to edit a SmartView™?
- How to delete a SmartView™?
- How to copy a SmartView™?
System Administration
- How to edit a document in Loan Origination?
- How to create a new document group in Loan Origination?
- How to add a document to Loan Origination?
- How to add the Microsoft Word add-in for letter and notice customization?
Lenders
- What is a custom field in a lender file?
- How to use the custom fields grid in a lender file?
- How to edit a custom field in a lender file?
- How to delete a custom field in a lender file?
- How to change the custom field display order in a lender file?
- How to add, edit, or delete a custom field tab in a lender file?
- How to add a custom field in a lender file?
Custom Fields
- What is a custom field?
- How to use the custom fields grid?
- How to edit a custom field?
- How to delete a custom field?
- How to change the custom field display order?
- How to add, edit, or delete a custom field tab?
- How to add a custom field?