Introduction
The Fund Default Templates section allows you to assign specific templates for fund statements and loan documents. These templates streamline document creation when the fund is used in investor transactions. Defaults ensure seamless operations even when custom templates aren’t selected.
Navigation to This Section
From the main dashboard, use the left-hand navigation to select your fund, identified by a dollar sign inside a star-like icon.
Click the Settings button at the top-right of the screen.
In the left-hand panel, click Fund Default Templates, or scroll down to the section.
Tip: If you cannot access Fund Default Templates, ensure you have the necessary permissions or check with your administrator.
Fund Default Templates
Default Fund Statement Template: This setting allows you to designate a specific fund statement template for the selected fund. The chosen template will be used to generate periodic fund statements. If no template is selected here, the system will default to using the template defined under the PDF Templates module.
Default Loan Templates: This section enables you to assign one or more loan document templates that will be used whenever the fund is added as an investor on a loan. If no template is selected, the system will automatically apply the default templates configured in the PDF Templates module.
FAQs
Will the fund still function if no templates are selected?
Yes, the system will apply default templates from the PDF Templates module automatically.
Can I assign multiple loan templates to a fund?
Yes, you can select more than one loan document template for use when the fund is added as an investor.
What happens if I later change the default template?
Any new documents will reflect the updated selection, but previously generated and confirmed documents will not be retroactively updated.
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.