***UPDATED VIDEO COMING SOON***
Step One: In order to change the disclosure text (the text in the Privacy Policy), click on Gear icon in the bottom left corner of the dashboard.
Step Two: Step Two: A menu will come up with several options, from here choose if you would like to go into Company Settings in order to edit things for the whole company, or My Settings to edit your own settings.
***Company Settings***
***My Settings***
Step Three: From the left hand menu, click on Compliance and Disclaimers under System Defaults.
Step Four: Each tab is customizable.
***NOTE*** There is default language in the disclaimers, make sure to check the language and make sure it complies with your company's standards.
Step Five: After editing any of the Compliance and Disclaimer tabs, make sure to click Save.
Step Six: The authorization is attached to the loan itself. If you would like to view the file, click on house icon from the menu on the far left side.
Step Seven: From the Dashboard select the loan you would like to view from the Loans & Leads.
Step Eight: From inside the loan, using the menu on the left side of the page click on Files.
Step Nine: From the Files page you will see the Loan Applications Agreement Document. If you click on the document it will download as a PDF you can view.
You can now download and view your Loan Application Agreements Document!