Conditional Logic in Loan Applications
You can now use Conditional Logic to create smarter, more dynamic loan applications.
With this update, you can:
Show or hide fields and pages
Require fields only when needed
Customize the application flow based on borrower inputs
Example: If "Use of Funds" is "Refinance", you can now require the Existing Debt field and hide the Borrower Details page.
Note:
All fields used in logic must be enabled in the Form Builder
Multiple conditions use AND logic (all must be true)
Available now under Company Settings → Loan Application → Conditional Logic.
Need help? Check out the User Guide.