Introduction

The Document Configurations section allows lenders to customize how loan-related documents are displayed, formatted, and processed. These settings help ensure consistency, compliance, and efficiency when generating and managing documents.

Navigating to Document Configurations

Click the Gear icon in the top-right corner to open Settings.
Select Company Settings.
Expand Loan Setup/Origination in the left-hand navigation menu.
Click Documents and select Document Configurations.

Tip: If the Document Configurations section is not visible, ensure you have the necessary permissions or contact your administrator.

Document Configuration

Document Conditions

These settings control how commitments are displayed and manage expiry dates to ensure compliance and accuracy.

Setting	Description
Commitment Display Mode	Determines whether the commitment displays Lender or Investor details. Select the appropriate view based on stakeholder requirements.
Set Generated Document Expiry Date	Enables an expiry date for system-generated documents to ensure time-sensitive paperwork remains valid for a specific period.

Tip: Configuring document conditions ensures that commitments display correctly and that time-sensitive documents remain valid.

Document Rendering Options

These options define how documents appear, improving clarity and usability for borrowers and investors.

Setting	Description
Show Fee Line Items if the Value is $0.00	Displays all fee line items in documents, even if they have no monetary value, ensuring transparency.
Attach Amortization Schedule to Commitment	Automatically appends an amortization schedule to the commitment, detailing payment breakdowns over the loan term.
Use Larger Borrower Initials Box in Footer (Custom Documents Only)	Expands the borrower’s initials box in custom documents to make signing easier.
Corporate Borrower Custom Signer	Enables a checkbox in the corporate borrower’s shareholder section, allowing shareholders to sign on behalf of the corporation.
Joint Investor Custom Signer	Allows individuals in a joint investor account to sign on behalf of the account by adding a designated signature section in relevant documents.
Disable Yellow Highlights from Unconfirmed Documents	Removes yellow highlights in unconfirmed document previews, providing a cleaner display.

Document Types

Enable or disable specific loan-related document templates to ensure the necessary forms are generated for each transaction.

Setting	Description
Deal Worksheet	Enables the Deal Worksheet document type.
Mortgage Application	Enables the Mortgage Application document type.
Lawyer’s Distribution	Enables the Lawyer’s Distribution document type.
Borrower’s Lawyer’s Instructions	Enables the Borrower’s Lawyer’s Instructions document type.
Compliance Forms	Enables Compliance Forms to ensure regulatory compliance.
New Compliance Forms	Allows the use of newly added Compliance Forms.
Investor Admin Agreement Document	Enables the Investor Admin Agreement Document type.

Template Control

Manage headers, footers, and formatting rules to ensure branding consistency.

Setting	Description
Allow Omitting Header and Footer on a Per-Loan Basis	Grants flexibility to remove headers and footers for specific loan documents.
Display Header on the First Page Only (For All Documents)	Restricts headers to appear only on the first page.
Display Footer on the First Page Only (For All Documents)	Limits footers to the first page of each document.
Enable Automatic Footer (In Absence of Footer Graphic)	Ensures a default footer appears in documents when no custom footer graphic is provided.
Enable Investor Default Loan Templates	Activates default templates for investors, simplifying document generation.
Enable Different Header/Footer on Each Template	Allows unique headers and footers per template for consistent branding.

Best Practice: Setting consistent headers and footers ensures professional and standardized document formatting

Document Variables

Use predefined conditions as variables to automate document population.

Setting	Description
Use Standard Conditions as Variables	Generates document variables based on standard conditions, reducing manual input.
Ability to Group Standard Conditions	Groups standard conditions under a Condition Group Key for better organization.

Tip: Using variables reduces manual input errors and improves document automation.

Investor Statement Color Scheme

Customize investor statements by adjusting background and text colors.

Setting	Description
Background Color	Defines the background color for investor statements.
Text Color	Determines the primary text color used in investor statements.
Secondary Text Color	Specifies the color for secondary text elements.
Additional Settings on PDF Templates	Adjust header/footer designs and text formatting to align with company branding.