How To Create Application Form Defaults

Admin users have the ability to create Application Form field defaults for each role. By defaulting field inputs, this limits the amount of data entry required when searching for product & pricing eligibility.

This is done in a few short steps.

1. In your application menu, select the Roles option:

2. Once in the Roles page, select the desired Role and click the Edit button:

3. In the Application Form Defaults column you can select your field defaults:

4. To the right of each field is checkbox labeled "Hidden". By selecting this, you can hide the field and it’s default from view in the Price a Loan page:

5. When you are finished creating your defaults, click the Save button:

6. If you navigate back to the Price a Loan page, select the desired Role in the “Permissioned as” field to view your field defaults: