Enable Custom Fields and Business Rules


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 enable or disable custom fields, layouts, business rules, and loan pipeline customizations.


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 Basic Settings:






Scroll down to Basic Settings and select the option to Edit Basic Settings:






Scroll down to Custom Fields and Business Rules and select the checkbox to enable custom fields, layouts, business rules, and loan pipeline customizations for all teams or uncheck to disable for all teams. Make sure you select Save to confirm the changes:




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