Loan Program Setup

Loan programs are linked to several other critical features in the system, like required docs, work flows, quick & full loan app fields & custom loan guidelines. You can choose from the default list of loan programs and also create your own naming convention for loan programs. If you create your own, you can copy the form field settings & required doc settings from an existing loan program's settings.


Quick Tip

Since branches can have their own loan programs, you must also activate the loan programs in the branch profile.