Edit or Delete an Existing Custom Field Layout

Overview

The Customizations settings allow for you to make various configuration changes to your custom fields, custom layouts, your loan pipeline fields, and loan flow assignment rules.

Among these settings, you'll have access to edit or delete a custom field layout

You can use your custom fields to set up specific layouts in the lender portal, the realtor portal, and the borrower portal to display additional customized information in the loan flow aside from our standard fields. You will need to add your custom fields onto a layout to have them display.

How to Setup

From your active loan pipeline, navigate to Settings and select the Customizations tab:

In the Layouts section, select the option to Access Layouts:

Select the edit layout option towards the right side of the layout name to edit:

All of your custom fields will be displayed. Use the arrow icon towards the right of the field label and name to add it to your layout. Make sure you select Save to confirm your changes:

To delete a layout, select the trash can icon towards the right of the layout name:

Confirm the deletion by selecting the Delete option:

To view or edit the custom fields on your layout, navigate into the loan flow using the red, yellow, or green icons towards the left of the borrower's name:

Edit the field as needed: