There are two parts to the Requirements page:

  • Part 1 - Form questions and file uploads
  • Part 2 - Optional configurations: Reference letters, co-applicant section, and applicant driven routing steps (pre-approver process), acknowledgement


Video highlights include: 

  • Template Types – 00:18

Funding Template – 00:30

  • Default Fields – 00:40
  • Special Fields – 01:02
  • Moving Order of Fields – 01:46
  • Notes to Applicant – 01:58
  • Custom Questions – 02:30

General Template – 04:32

  • Default Fields – 04:47
  • Special Requirement Options – 05:25
  • Supporting Documents – 06:00
  • Accepted File Types – 07:00

Applicant View Example – 07:25

Questions – 09:11

 

Video highlights include:  

Training Outline – 00:11

  • Applicant-Driven Routing Steps – 00:35
  • Co-applicants – 03:36
  • Reference Letters – 05:27
  • Application Keywords – 07:47
  • Applicant Acknowledgement – 08:24

Applicant View – 09:15

  • Co-applicant Section – 09:21
  • Application Keywords Section – 10:06
  • Complete Reference Letter Section – 10:41
  • Applicant-Driven Routing Steps Section – 11:24
  • Applicant Acknowledgement Section – 11:46
  • Send Reference Letter Request – 11:58