Introduction
This section gives you a high-level overview of how documents are managed and customized in the system. With document configuration, you can control layout, compliance, branding, and efficiency all in one place. It’s designed to simplify ongoing document maintenance across your loan operations.
Navigating to This Section
Click the Gear icon in the top-right corner to open Settings.
Select Company Settings.
Expand Loan Setup/Origination.
Click Documents and select Document Configuration.
Tip: If the Document Configuration section is not visible, ensure you have the necessary permissions or contact your administrator.
Document Conditions
Manage how commitments appear in documents and set expiration rules to maintain compliance and ensure document validity.
Best Practice: Setting an expiry date ensures that outdated documents are not used in transactions.
Document Rendering Options
Define how documents are presented, including layout preferences and signature formatting.
Tip: Adjusting document rendering settings enhances readability and simplifies the signing process.
Document Types
Enable or disable different document templates based on business needs.
Tip: Removing unnecessary document types helps keep document generation efficient.
Template Control
Manage how headers, footers, and branding elements appear on documents.
Best Practice: Consistent branding across templates improves document presentation and professionalism.
Document Variables
Use predefined placeholders to simplify document generation and reduce manual input.
Tip: Automating variables minimizes errors and improves efficiency.
Investor Statement Color Scheme
Customize the appearance of investor statements to match branding guidelines.
Note: Ensuring a uniform color scheme enhances document consistency and readability.
Manage required documents to ensure compliance and proper document tracking within the system.
Tip: Configuring required documents ensures that essential paperwork is collected efficiently. Customize the appearance of investor statements to match branding guidelines.
FAQs
What happens if I disable a document type?
The document will no longer be available for selection or generation.
Can I change the Commitment Display Mode after generating a document?
No, this setting must be configured before generating documents.
How do I customize headers and footers?
Adjust settings in the Template Control section to modify document headers and footers.
Need Further Assistance?
For additional support, contact us:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen.