***UPDATED VIDEO COMING SOON***
***NOTE*** We recommend getting a list of the Critical Dates and Processing Dates your team uses for every loan.
Step One: In the lower left corner of the page click on the Gear icon.
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 inside of your settings, click on Loan Templates under System Defaults.
Step Four: Once in the Template Library select Edit Default Milestones.
***NOTE*** For the following steps make sure you have the same number of Milestones as Critical Dates and Processing Dates that you are going to trigger every time in Lending Pad. The names do not need to be the same in both platforms.
Step Five: Inside of the Milestone Settings click on the pencil icon in the the same row as the milestone you would like to adjust.
Step Six: A box will pop up after clicking the pencil icon, her you can name the milestone, add a description, choose the Integration ID, and choose your notification type. The Integration ID Is what creates the connection between Lending Pad and Pre-Approve Me.
Step Seven: Using the Integration ID dropdown menu, select the appropriate field you would like to tie to the chosen Milestone. Click Save.
You can now connect your Lending Pad Critical Dates and Processing Dates to Pre-Approve Me Milestones!