Oleksandr Kshutashvili

Client Form Editing

To configure the Client form, follow these steps: 1. In

Loan Form Editing

To configure the loan form, follow these steps: 1. In

Style Manager Overview

Style Manager – a section in the menu where you can

Block Types

Blocks – a list of all available blocks used to fill

Site Builder Editor

The Site Builder Editor looks like this: At the top

Changing the Display of Fields

In all sections containing the lists and tables (Loans, Clients,

Adding More Fields

In almost every section, including Managers and Branches, you can

Administration

In this section you can manage the users of your

Applications

Here you can expand the displayed fields in the Underwriting

Communication

This section is used for communicating with the client. The