Yes. Request Packs are the blueprint for what you ask clients, and you configure them in Settings under Request Packs. The Client Intake pack controls the client-facing application form, where you check or uncheck questions and choose which documents are required, with a live preview as you edit. Click Publish to make changes live for new clients going forward. This lets you tailor the intake experience to your workflow and the type of financing you focus on, and you can re-edit and republish anytime as your needs change.
Can I set up custom request packs for different loan types and follow-ups?
How to set up custom document request packs for different loan types.
Written by Kaylan Pepin