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            Section Summary View

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            3. Financial Services Cloud Admin Guide

            Section Summary View

            The Section Summary View component displays borrower loan information on the Summary tab of the Residential Loan Application page. The information is displayed in expandable sections that correspond to the United Residential Loan Application. Configure which sections to display and customer permissions to view, and edit loan information.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Screenshot of summary view

            Borrowers interact with the portal to enter application information and upload required documents. The Summary View presents these inputs as sections that borrowers and loan officers can display and update.

            Select the sections you want to display and where to display them in the Section Summary View. Set borrower and other user permissions to view or edit application details.

            Configure Summary Sections
            Configure Summary Sections

            From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites. On the All Sites page, click Builder next to your Client Portal site.

            1. In the Home>Residential Loan Application dropdown menu, click Residential Loan Application Detail.
            2. On the Residential Loan Application Detail page, click the Summary tab.
            3. Hover over the Section Summary View panel and click.
            4. To configure borrower permission to read or edit summary details, click the Mode dropdown and choose from the selections.
            5. To remove or rearrange the summary sections, click Select.
            6. To choose which sections to display, in the Sections to Display panel, drag summary items from the Available column to the Selected column.
            7. To change the order in which the Summary View tile displays summary sections, drag sections up or down in the Selected column.
            8. To update the label for a section, in the side panel enter a name, or leave it blank to use the default value.
            9. Click OK.
            10. To display your configuration, click Preview.
             
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