Settings
You must be an administrator to manage settings.
Where borrower payments are remitted. The default account's wire/ACH instructions are shown to borrowers when they pay from the portal.
| Bank | Account name | Type | Routing | Account # | Default | Actions |
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The lending box that drives the lead Fit check, deal risk, and the public form's asset types. Changes take effect immediately — no redeploy.
HDMG document templates used when a deal milestone is checked. Edit the wording and use merge fields — they're filled with the deal's data when the document is generated:
{{Borrower}} {{BorrowerName}} {{BorrowerEntity}} {{DealNumber}}
{{PropertyAddress}} {{PropertyType}} {{LoanAmount}} {{AssetValue}}
{{Ltv}} {{InterestRate}} {{MonthlyInterest}} {{TermMonths}}
{{ContactEmail}} {{ContactPhone}} {{Date}}
Tip: in the Term Sheet, an ALL-CAPS line becomes a shaded section header and a Label: value line becomes a bordered table row.
Upload a Word .docx or a fillable PDF .pdf — kept exactly as-is (formatting, tables, layout). In a Word file, put merge tokens like {{BorrowerName}}, {{PropertyAddress}}, {{LoanAmount}}; in a fillable PDF, the app matches the form-field names (e.g. a HUD's "Borrower Name") and fills them. The client's data fills per deal/lead and your formatting is preserved.
| Template | File |
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The standard set of documents the client reviews & signs and fees the client pays before a lead can convert to a deal. On each lead's Pre-deal checklist an officer picks which of these apply; Convert to deal only appears once every selected document is signed and every fee paid.
Documents to sign
Fees to pay
Clears all leads and deals (and their invoices, schedules, notes, documents, alerts) so you can run a clean end-to-end test. Your logins and settings — officers, client users, bank accounts, lending criteria, templates — are kept. This cannot be undone.
Production staff: keeps only Bob Hartmann and Shalini Gali (shalini.gali@vgitservices.com) as active administrators/account officers; deactivates all other staff and all portal client logins.
“Load sample data” adds a notional demo set (leads, deals, sample documents) for a showcase — it only fills empty tables, so it won’t duplicate existing records.