Administration Guide
Administration Guide
Preface
Change Record
- Change Record
- December 2023 release (4.4001)
- August 2023 release (4.3001)
- Spring 2023 release (4.2008)
- Winter 2022 release (4.1014.10)
Introduction
Installation and Initial Steps
Salesforce Setup
Installing the Default Product Configuration
Defining key custom settings
- Defining key custom settings
- Calendar Configuration Setup
- Defining Org Parameters
- Defining Application Event Publishing Settings
- Enabling field history tracking
TILA-RESPA Loan Compliance
Managing user access through the Launchpad
Origination Configuration
Templates Configuration
Dynamic Queries
Application Clone Configuration
Lien Management and Loan to Value Ratio Calculations
Application setup
Setting up documents
Credit exposure setup
Email Template
Integration Setup
Approval Process Configuration
- Approval Process Configuration
- Create an Approval Configuration
- Create an Approval Definition
- Define Entry Criteria
- Add Reviewers