Edit or Delete an Existing Loan Flow Assignment Rule


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


Among these settings, you'll have access to edit or delete an existing loan flow assignment rule.


The loan flow assignment rules will allow you to assign loan flows automatically to users based on certain triggers. This can be triggered off of a loan flow starting, milestones, template documents, disclosures, and custom fields.

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