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            Update Residential Loan Application Page Layout

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            3. Financial Services Cloud Admin Guide

            Update Residential Loan Application Page Layout

            Add loan applicant and loan application objects to the related list section of the Residential Loan Application page layout.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager.
            2. In the Quick Find box, enter Residential Loan Application, then click Residential Loan Application.
            3. Click Page Layouts and then select the Residential Loan Application layout that your mortgage users see.
            4. On the palette, select Related Lists.
            5. Drag the following objects from the palette to the Related Lists section:
              • Loan Applicants
              • Loan Applicant Addresses
              • Loan Applicant Declarations
              • Loan Applicant Employments
              • Loan Applicant Incomes
              • Loan Application Assets
              • Loan Application Financials
              • Loan Application Liabilities
              • Loan Application Properties
              • Loan Application Title Holders
              • Document Checklist Items
            6. Click Save. If you’re prompted to overwrite user’s related list customizations, click Yes.

            After you’ve updated the Residential Loan Application Page Layout, add the Document Checklist Item component to Account and Opportunity page layouts.

            See Also

             
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