Configure My Loan Application


The Apply Now settings allow for you to make various configuration changes to your loan application and loan application settings.


Among these settings, you'll have access to configure your loan application regarding questions like employment history, property address, and loan officer information. 


How to Set Up

From the team pipeline, select Settings > Apply Now:






Navigate to Apply Now Application Settings > Edit Apply Now Application Settings:






Scroll down to view a list of all the questions available for the loan application. The questions are sectioned into 'parts' which can be individually enabled or disabled:


Note: Company level restrictions may prevent you from making edits to all aspects of the application.






Select the questions you'd like to include in the Include in Application column, and choose which questions you'd like to make required for the borrower to complete in the Make Required column:






At the end of each part, additional custom questions can be added to the application. Here is more information regarding custom questions: Include Custom Questions in My Application:






Make sure you scroll down and select Save to confirm the changes:






Was this article helpful?
2 out of 3 found this helpful
Have more questions? Submit a request
  • Great info. I don't have time to go through all the training videos so little snips and small tutorials like these, help. 

    Comment actions Permalink

Please sign in to leave a comment.