Product Aug 12, 2019

Custom folders & fields: Your secret weapon for creating complex loan packages

Since launching custom fields to our beta users, we’ve been amazed by all the unique ways our customers have used this feature to create loan requests for complex projects. 

From detailing construction projects to bringing loan requests to market 3x faster, custom fields make it easy to create loan requests with the details that are most critical to your client when showcasing the package to lenders. 

What makes this feature even more useful, is that you have the flexibility to add custom fields and even create custom folders for documents — so that your package is organized in whatever way makes sense for you and your team.

RealAtom Tip: Add custom fields to a single loan request for a one-off complex transaction.

What are the custom fields?

Custom fields allow you to add virtually any type of structure into your loan request. You can add fields to support specific requested terms or describe a characteristic of the property profile, to tailor the loan request to fit any need, especially for those complex projects.

How do custom fields work?

 

  1. Start by navigating to one of the following loan request sections: Desired Terms or Property Profile 
  2. Click  the “+ Add custom field”  button at the bottom of the section
  3. Type in a label for your custom field
  4. Type in a value for your custom field

What are custom folders?

You’ve always had the ability to organize your documents in the Document section of the loan request into preset folders.  Now you can create new Custom folders that will allow you to add your own structure of the documents to any loan request. You can add as many folders as you need and upload an unlimited number of documents into them.

How do custom folders work?

Adding custom folders to your loan request is easy and can be done in a few simple clicks.

  1. Start by navigating to the document section 
  2. At the bottom of the page click “+ Add new folder” 
  3. Give your folder a name 
  4. Click “Submit”
  5. Upload documents into the folder

How to protect folder access?

Configuring folders to have private access will require lenders to sign a confidentiality agreement. Learn about the confidentiality agreement feature here.

More articles

SMART WAY TO MANAGE CRE LOAN ORIGINATION AND TEAMS

We've got an appetite for growth. The loan intake platform is a game-changer in terms of our ability to process all our applications efficiently.— Head of CRE Origination, Life Insurance Company RealAtom is a Loan Collaboration and revenue-generating platform used...

Continue reading

Website Integration: how to get the most out of your investment

Today, RealAtom can integrate with hundreds of applications you already use to automate your existing workflows easily.  We made it super easy for you by partnering with Zapier and give you 1000’s integrations at a fraction of the cost.  Zapier...

Continue reading

Catch-22 in CRE lending or How to Stop Worrying and Start Closing More Deals

One of the hardest roles in CRE, as in residential real estate, is that of the loan officer. Caught between brokers consumed with arranging deals and the borrowers who shop for them, the loan officer is constantly vying to stay...

Continue reading

Ready to get started?

Get in touch to create an account

RealAtom - Automate your loan process, delight your lenders | Product Hunt Embed