Step One: From inside your chosen loan, click on the Conditions box.

Step Two: In the top right corner of the conditions page, click Add a Condition. Clicking on the Add a Condition button will pull up the default template set of documents that you can now select from.

Step Three: Using the dropdown menu under Tag you can use a tag to search for your desired conditions quickly.

Step Four: Based on the default set of conditions, choose the conditions you would like to use by checking the boxes.

Step Five: In the bottom right corner of the box, click the Add Selected Condition to File button to confirm which conditions you would like to add to the condition.

Step Six: If you want to send a condition to the borrower that isn't on the list, you can create your own condition. To create a condition, click on the +Create a Condition in the upper right corner of the page next to the Add a Condition button.

Step Seven: Under Type select the type of condition you would like to use.

Step Eight: A box will pop up after clicking +Create a Condition. Under the Name section of the box, enter a name for your new condition.

Step Nine: Add a description (optional), and click Create.

Step Ten: After clicking Create a different box will pop up. Under Assignment toggle on or off who you would like to send the condition to. Click Done after assigning the condition.

Step Eleven: Your custom condition will now be added to the list of conditions. Click Save Changes

Step Twelve: After saving the changes, a box will pop up giving you two options, Save Without Sending and Send. Click Send.