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Add a Doc Category Template to FinanceVault

Customise document stacks to meet client needs and streamline workflows

Shelley Maher avatar
Written by Shelley Maher
Updated this week

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

  1. Go to the left-side menu and click the Boards icon.

  2. Click Leads (or Deals).

  3. Scroll through the list to locate a card (or enter a name in the search field).

  4. 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

  1. Fill in the fields. (see below)

  2. Click Add Document.

  3. 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.


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