Frequently Asked Questions

Our clients are important to us. We have compiled a list of the most frequently asked questions to assist you with a quick response. Please click on any of the most common questions below to view the solution.

q1

How can I make a field read only?

q2

How do I change the name that is displayed for a field?

q3

Is there a way to prevent a field from showing up in Lending-Connector?

q4

Is there a way to indicate that a field is required?

q5

I need to set up a new business rule/conditional requirement. Where do I go to set that up and how do I do it?

q6

I want to create a list of important fields that need to be reviewed for each loan. Can I group them together in a separate review list or color group?

q7

I made a change using the Admin screen but it’s not showing up in the Connector screens. How do I activate my changes?

q8

What do I need to do to update the list of valid values for a field?

q9

How do I change the default value for a field?

q10

Can I change the order the fields appear on the screen?

q11

How do I add a new Admin user?

q12

How do I delete an Admin user?

q13

How do I change the password for an Admin user?

q14

How do I change the tabs a user ID is allowed to access in the Admin module?

q15

Can I set up an ID so our technical staff can update the technical configuration information?