Documents Management

LoanCirrus lets you receive and send documents to your borrowers

4 articles in this collection
Written by Michael Claire, Roy, and Karen

Input VS Output Documents

Written by Michael Claire
Updated over a week ago

Adding Document Templates

Create document templates with placeholders

Written by Michael Claire
Updated over a week ago

Variable Data Placeholders in Documents

Getting bits of data into your standard loan document templates

Written by Roy
Updated over a week ago

Creating Lists

How to create lists in LoanCirrus

Written by Karen
Updated over a week ago