Overview
The Apply Now settings allow you to configure various aspects of your loan application.
One key option is the ability to enable a non-standard version of the application. This feature lets you replace the standard URLA 1003 Loan Application with a customizable intake form, which can be tailored to different use cases.
When using the non-standard application, a generic PDF is generated instead of the Fannie Mae URLA 1003. A notable difference is that all questions, including custom ones, are included in a single PDF. In contrast, with the URLA 1003, custom questions are placed in a secondary document.
How to Set Up
From the team pipeline, select Settings > Apply Now:
Navigate to Apply Now Application Settings > Edit Apply Now General Settings:
Select the option to Enable non-standard loans for applications. Make sure you scroll down and select Save to confirm the change.
If you have custom questions added to the application (settings >
Success! Your loan application will now generate as a generic PDF instead of the URLA PDF!
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