The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.
Among these settings, you'll have access to set application settings for all teams on the account. This can include overrides to what is available to each individual.
How to Set Up
From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:
Navigate to Company Settings and then Apply Now Settings:
Under Apply Now and then Edit Apply Now Settings, you can select whether you want the application enabled as well as whether or not LO teams can customize their own application:
Under Apply Now General Settings > Edit Apply Now General Settings, you can make some more specific adjustments to the general settings your LO teams can see and adjust including the following:
- Allow LO teams to enable multilingual subtitles
- Allow LO teams to choose between borrowers creating an account or generating an emailed verification link to access the application
- Allow LO teams to automatically approve loan documents
- Allow LO teams to customize the color of their application
Under Apply Now Overrides > Edit Apply Now Overrides you can select which fields LO teams have enabled on the application, which fields are required, and which fields will require an answer from the borrower:
Under Credit Report Integrations > Edit Credit Report Integrations you can select which credit report integrations your LO teams will have access to use to run automatic credit requests via Floify:
Under Import MISMO 3.4 Files you can select if you'd like to allow you teams to have the option to import MISMO 3.4 files to Floify directly:
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