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

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

Payments

The Payments section contains a list of banks that, in

Documents

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