Introduction
Documents Configurations for renewals let you control which compliance forms, investor agreements, and grouped documents are generated during the renewal process. These settings help you meet jurisdictional requirements while reducing manual work. PDF templates also support consistency and automation for faster document generation.
Navigating to This Section
Click the Gear icon in the top-right corner to open Settings.
Select Company Settings.
Expand Loan Servicing > Renewal.
Click Documents Configurations.
Tip: If you cannot access this setting, check your permissions or consult your administrator.
Document Configuration Options
Enable These Document Types
Setting | Description |
Renewal Compliance Forms | Enables generation of required regulatory forms (e.g., Forms 1, 3.1, 9, and 10) based on the property’s province. |
Renewal Investor Admin Agreement Document | Automatically generates investor administration agreements at renewal. |
Group Renewal / Mid-Loan Adjustment Documents | Enables grouped document bundles for renewals and mid-loan adjustments. |
Reminder: These forms are province-dependent and will only appear when required for that jurisdiction.
Additional Settings on PDF Templates
Setting | Description |
Reusable Language Blocks | Create standardized text blocks to apply across different documents. |
Document Version Control | Maintain multiple template versions to support updates or alternate formats. |
Automated Field Population | Automatically fills template fields with renewal-specific data. |
Note: These settings reduce manual input by applying consistent formatting and pre-filled content across renewal documents.
FAQs
Can I enable only one document type instead of all three?
Yes, each document type—Renewal Compliance Forms, Renewal Investor Admin Agreement Document, and Group Renewal / Mid-Loan Adjustment Documents—can be toggled on or off individually.
Do PDF Template Options impact how documents are pre-filled?
Yes, the templates allow you to define reusable language blocks that automatically populate fields during document generation.
Are these settings required for the renewal process to work?
No, the renewal process can function without these settings enabled, but activating them ensures the correct documents are automatically included where applicable.
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.