Apply Loan Program Templates

To apply a Loan Program Template:

1. Open the Borrower Info screen
2. Click the button to the right of the Loan Program field.

   

3. The Select Loan Program box will open
4. Select a pre-defined template from the Loan Program Template tab.

   

   Note: Depending on your configuration, the ConformX Desktop Mapped Program tab may or may not appear. ConformX Desktop Base Line Programs are always available.

5. Once the correct Loan Program Template is selected, click the Apply & Close button.