To add conditions to the application
Go to the Loan Request page.
Scroll to the Conditions section at the bottom of the page.
Expand the section and click on the Add button.
4.Type in description for your condition.
5. (Optional) You can insert a document requirement for each condition.
6. (Optional) Assign the condition to a specific person.
7. (Optional) Add a specific due date for each condition.
Note: The information you add on the optional steps (5-7) will not be added to the commitment letter
Creating condition templates
You can create a set of saved conditions that re-used on any application.
Go into any application.
Go to the Loan Request page.
Go to the bottom of the page and expand the Conditions section.
Click on View templates.
5. Click on New Template.
6. Edit the template name and add your conditions.
To apply the template, click on the desired template and click APPLY.