Loans & borrowers
Document templates
Save the checklists you send most often and add one to a new loan in a click.
We're still recording this video
The written guide below covers everything in the meantime.
Save a template
- Open Settings › Document templates and click New template. A drawer opens beside the page.
- Give it a name you'll recognise, such as “FHA purchase”.
- Add the documents it should request. Press Enter to start the next one, Backspace in an empty row to remove it, or tap one of the common documents to add it in one go.
- Click Create template, or press the submit shortcut.
Names must be unique, ignoring capitals. Your plan sets how many templates you can keep. Edit opens the same drawer; you can delete a template at any time, and loans already created from it are untouched.
Use a template
In the New loan drawer, click Use a template and pick one. Its documents are added to the list, skipping any already there. You can still add or remove documents before you create the loan.
Rakolto doesn't come with ready-made loan-type checklists. Lenders ask for different things, so templates are yours to build from what your lenders actually want.