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Update Community Pages for Mortgage Applications
Update the Home and Record Detail pages of your community to give borrowers access to mortgage objects, mortgage flows, and document checklist items.
Ensure that communities are enabled and you have at least one customer community created for your organization.
- Update Community Home Page for Residential Loan Applications
Add the Record List component to the home page to display a list of residential loan applications. - Update Community Record Detail Page
Add mortgage flows and a list of document checklist items to the Record Detail page in communities.
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