Internal Loan Programs

Manage multiple lender or investor overlays & guidelines

Internal loan programs (aka Investor Overlays) help you & all back office users know which lender or investor the loan is tied to. If setup properly, you can setup the workflow steps, required docs and form fields associated to the internal program.

📘

Example Scenario

You offer a popular loan program that has several investors on the back end. Each investor has some unique guidelines, required fields, or certain unique docs needed. Once you know which investor to use, select the internal loan program inside the loan file, and now the additional fields, workflow steps, required docs and guideline warnings will kick in & overlay on top of your base system settings!