Skip to content
English
  • There are no suggestions because the search field is empty.

Populating the 1003 loan app in PDF format

Turn on the 1003 loan application PDF and fill the fields it needs.

We now support populating the 1003. Please refer to this commented 1003 PDF to understand which sections need values to populate the 1003: https://drive.google.com/file/d/11dS2I8jTCm5RUCfXq5nWvvE_vPoK4qKd/view?usp=sharing

Make sure the 1003 is turned on in Settings > Platform Settings > Doc Library and in each branch's Docs Library tab (CRM > Branch > Branch List > branch > Docs Library). Then you'll find it on the loan file's Docs tab under Auto-Generated Documents: 1003 Loan App is in the Borrower folder and New 1003 is in Loan Docs.�