Create a Custom Field Layout

Overview

The Customizations settings allow for you to make various configuration changes to your custom fields, custom layouts, your loan pipeline fields, and loan flow assignment rules.

Among these settings, you'll have access to create a new custom layout.

You can use your custom fields to set up specific layouts in the lender portal, the realtor portal, and the borrower portal to display additional customized information in the loan flow aside from our standard fields. You will need to add your custom fields onto a layout to have them display.

How to Setup

From your active loan pipeline, navigate to Settings and select the Customizations tab:

In the Layouts section, select the option to Access Layouts:

To add a new layout, select New Layout option:

Enter a name for your layout and select Save to confirm the change:

Success! Your layout is now set up and available for use.