Oleksandr Kshutashvili

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


In this section you can manage the users of your


Here you can expand the displayed fields in the Underwriting


This section is used for communicating with the client. The


The Payments section contains a list of banks that, in


The system uses integrated services DocuSign and PandaDoc for documents.

Form Editor: Changing the Table Structure for All Important Sections

In the Form Editor settings, you can change the data