Document library and contracts

Last updated: 2025–03-11

Documents and contracts are used for applicant-facing documents (e.g. required document types) and contract templates (e.g. loan agreement). The dashboard may expose a document library and a contracts list.

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Document library

The document library typically lists document types or templates that can be requested from applicants or attached to applications.

1. Open Document Library from Workflows.
2. View the list of document types or templates.
3. Depending on your role, you may be able to add, edit, or deactivate entries.

Documents attached to a specific application are viewed on the application detail page.

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Contracts

Contracts are often templates (e.g. loan agreement, disclosure) used when presenting or closing an offer.

1. Open Contracts from the menu or from within Documents.
2. View the list of contract templates.
3. Create or edit contracts if your role allows. Templates may support variables (e.g. applicant name, amount, rate).

Use the document library and contracts to keep required documents and legal copy consistent across applications.