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 up company level application overrides.
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:
Scroll down to Apply Now Overrides. Select the option to edit:
You can select the URLA version you would like your teams to use. You will have the option to allow teams to select their own file type, require teams to use the FNMA 3.2 file type, or require teams to use the MISMO 3.4 file type:
The full list of application questions will be listed here for customization.
Each part can be fully enabled or disabled if necessary. You can also choose if you'd like to allow LO teams to add their own custom questions for each part:
There are three columns available to select for each question:
- Enabled for LO Teams - This will enable the question on the loan application for all LO teams. They can choose if they'd like to keep it or remove it.
- Require Question - This will require LO teams to use the question on the loan application.
- Require Answer - This will require borrowers to provide an answer to the question when completing the loan application.
At the end of each part of the application, there will be an option to add a company level custom question as well:
Make sure you scroll down and select Save to confirm any changes you make:
Success! Any customizations made here will override for all LO teams.
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