Document stacks are a time-saving FinanceVault feature that lets you send a bundle of frequently used templates to a client. The contents of a document stack can be updated as required.
This article shows you how to add a new document category to an existing document stack.
You can also add new document categories when creating a new document stack. Click here to learn more.
Contents
Prerequisites
Know how to create a lead or deal card.
Opening FinanceVault
Go to the left-side menu and click the Boards icon.
Click Leads (or Deals).
Scroll through the list to locate a card (or enter a name in the search field).
Double-click the applicant's name.
On the next page, make sure Overview > DealDash is selected. Go to the FinanceVault widget and click the arrow icon.
The portal page (i.e. FinanceVault) displays. Go to the TEMPLATES pane and search for a document stack. Select a stack and then click the EDIT link.
BrokerEngine displays the EDIT DOC STACK pane. Click the ADD DOC CATEGORY link. A new window displays.
Adding a category
Fill in the fields. (see below)
Click Add Document.
Click Save.
Filling in the fields
Document label: Enter a unique document name. This name is visible to you and your client.
Body: Add instructions for the client.
Request Type: Normally, select General or the name of the product integration that you will be using with the document.
When Due: Click the field and select a stage option.
Shared With: The field is pre-populated with two merge fields (Primary Applicant and Co-Applicant). To change the parties, click the field and select one or more options on the drop-down menu.
Attachments: Upload one or more documents.
After you click Save, BrokerEngine adds the document to the stack.
