Conditions and Documents

[Video] Document Management
Document Management
Fri, 6 Jan, 2017 at 5:11 PM
Viewing Conditions
Conditions are usually placed on mortgage applications by lenders during the approval process, and typically require the applicant to provide documentatio...
Wed, 13 Jul, 2016 at 4:12 PM
Adding Condition Sets to an Application
Users can define sets of conditions that are typically pertinent to an application type or situation (e.g.purchase, renewal, self-employed, etc) To a...
Mon, 26 Mar, 2018 at 1:03 PM
Adding Conditions to an Application
If you want to add a single condition (i.e. a documentation requirement) to an application: 1. In Conditions tab, select Add Condition. 2. In the d...
Mon, 26 Mar, 2018 at 12:49 PM
Defining a New Condition Type
When adding conditions to an application, you may find that you want to define a condition type (typically some kind of supporting documentation) that does...
Mon, 26 Mar, 2018 at 1:02 PM
Defining a New Condition Set
A mortgage application could have many associated conditions, and it may be inefficient to have to add each condition individually for each transaction. B...
Thu, 14 Jul, 2016 at 7:19 PM