Company Settings
63 articles
Customizing Loan Property Fields
Configuring Loan Origination Settings
Customizing Property Details in Loans
Managing Income & Expenses
Managing Existing Mortgages
Setting Up Appraisal & Site Inspection
Streamlining Loan Fields Setup
Setting Standard Origination Fees
Enabling Underwriting Ratios
Configuring Additional Product Types
Setting Up Origination Payment Methods & Calculations
Configuring Interest Adjustments at Origination
Set Custom Pay Dates
Configuring Payment Frequency
Interest Method at Origination
Rounding Rules at Origination
Setting Repayment Methods at Origination
Enabling Interest-Only Deferred at Origination
Setting Up Capitalizing Interest at Origination
Setting Up Principal and Interest at Origination
Setting Up Interest-Only Repayment at Origination
Enabling Exempt Market Dealers (EMDs)
Enabling Appraisers in Mortgage Automator
Enabling Title Companies
Managing Lawyer Settings
Managing Investor Settings
Configuring Broker Settings
Configuring Borrower Display Fields
Stakeholder Configuration Overview
Managing Investor Flow of Funds
Configuring Flow of Funds
Setting Borrower Interest
Document Configuration Overview
Configuring Document Settings
Configuring Required Documents
Internal Notification Settings: Overview & Configuration
External Communication Settings Configuration
Whitelabel Your Email Domain for System Emails
Workflow Management Settings
Title Search Integration Settings
Loan Servicing Configuration
Repayment Overview
Payment Method & Calculations
Payments, Adjustments and Charges Settings
Treatment of Investor Payments
Additional Loan Setup
Draw Request Settings
Additional Loans/Advances Overview
Configure Renewal Documents
Renewal
Configure Standard Renewal Fees
Additional Renewal Setup
Configure Discharge Interest Settings
Additional Discharge Setup
Configure Standard Discharge Fees
Configure Discharge Documents
Configure Discharge Settings