Customizations
- Change the Default Sort of My Pipeline
- Commonly Seen Use Cases for Custom Fields
- Configure My Loan Pipeline Fields
- Create a Custom Field
- Create a Custom Field Business Rule
- Create a Custom Field Layout
- Create a Loan Flow Assignment Rule
- Create An Auto-Doc Request Business Rule Action
- Create an LOS Custom Field
- Edit or Delete an Existing Custom Field
- Edit or Delete an Existing Custom Field Business Rule
- Edit or Delete an Existing Custom Field Layout
- Edit or Delete an Existing Loan Flow Assignment Rule
- Set a Default Custom Field Layout for Myself, Borrowers, or Realtors