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            Provided Mortgage Standard Flow Templates

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            Provided Mortgage Standard Flow Templates

            The mortgage standard flow templates are based on the U.S. Uniform Residential Loan Application released in February 2019. The flows walk loan officers and borrowers through the application process for a residential loan application record in three flows. Other flows provide a loan summary view and allow borrowers to launch a mortgage flow for generic help (create a case).

            Required Editions

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

            To run a mortgage flow, you must already have a residential loan application record.

            Flow Purpose

            Assets and Liabilities

            Assets and Liabilities Subflow

            		 Collects borrower financial details like account assets, real estate assets, other assets, liabilities, and monthly expenses.

            Borrower Information

            Borrower Information Subflow

            		 Collects personal borrower details like name, address, military service, employment history, other income, application property details, declarations, and demographics.
            Lender Loan Information Collects general application details like property, title, loan, borrower qualification details, and homeowner education or housing counseling attendance.
            Mortgage Flow Launcher Collects borrower details of a request for help with loans or loan applications. Supports borrower document uploads.
            Summary View Displays summary sections for selected mortgage objects based on the Unified Residential Loan Application (URLA).
            Note
            Note To run the Assets and Liabilities flow, the residential loan application must have at least one associated loan applicant record.
             
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