Overview
Create custom conditions to determine when specific documents appear in borrower To-Do lists. This process can be done with any current or new requested document.
Setting Conditions
- Go to App Settings > Document List
- Click Edit on the target document
- Click "Add Condition" (blue button)
- Configure using dropdown menus:
- Field
- Conditional Statement
- Value
Available Fields
- App Type
- Loan Purpose
- Subject Property Residency/State Code
- Housing Status
- Marital Status
- Self Employed
- Bankruptcy
- Other Liabilities
- Citizenship
- Primary Residence
- Co Applicant Present
Example
For Business Tax Returns (Self-Employed only):
- Field: Self Employed
- Conditional: is
- Value: true
This makes the document appear only for self-employed borrowers.
Note: Available values in the third dropdown change based on the selected field.