The article describes how to upload system document templates.
| Warning |
|---|
The workflow may vary for different editions of Turnkey Lender. |
Step-by step instructions
General workflow
- In the Main Menu, select System.
- Go to the Documents page. The list of documents uploaded to the system will be displayed as a grid.
- In the Actions column, click the Upload button next to the necessary document template (Figure 1).
4. The Upload dialog box will appear
(Figure 2).
5. In the dialog box, click the Choose file button.
6. Choose a file with the template in .doc or .docx file formats.
7. (Optional) Leave a comment in the Comments area.
8. Click OK.
Workflow for US Edition
- In the Main Menu, select System.
- Go to the States Management page.
- Tick the Status checkbox for the necessary state (Figure 3).
- A window will appear where you can whether use Default settings for NSF fee and APR or specify individual settings for this state. Click Save to complete state activation.
- To upload the agreement,
- click the Upload button for this state and choose the file to be uploaded
OR - follow the general workflow above (make sure to select the necessary state on the step 3).
- click the Upload button for this state and choose the file to be uploaded
| Note |
|---|
Turnkey Lender US Edition offers the possibility to upload two optional documents – the Borrower Agreement and the Terms of Use. For those documents, the same procedure as for Loan Agreements applies. |
Figure 1
Figure 2
Figure 3
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Page Properties | ||
|---|---|---|
| ||
|