The Template Docs settings allow for you to make various configuration changes to your pre-loaded template documents, collections of documents, and follower settings.
Among these settings, you'll have access to manage and adjust your follower packs.
Follower packs allow you to select who is receiving notifications for all future loan flows based on loan owner.
How to Set Up
From your loan pipeline, navigate to Settings and select the Template Docs tab:
Scroll down to Follower Packs and select Manage Follower Packs:
Select the loan owner on the left. You will see the option to select/unselect teammates on the right as needed. Make sure you select Save to confirm the changes:
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