Apply Local Templates

Local Templates can be applied as part of Loan Program Templates or individually from the Closing interface. This section explains how to apply Local Templates within the Closing interface. See Create Templates for how to use Local Templates within Loan Program Templates.

To Apply a Local Template:

1. Locate and click the button (Directions to find each Local Template button are listed in Location of Local Templates).
2. The Select Template box will open.
3. Select the Local Template you wish to apply.
4. Click the Apply & Close button.