Editing & Reordering Items

The template editor is where you shape your checklist — adding the items unique to your process, removing ones you don't need, and keeping the template name up to date.

Open any template from Templates in the sidebar to reach the editor.

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Renaming the template

The template name appears as a large heading at the top of the editor. To rename it:

1. Click the pencil icon next to the template name
2. The heading becomes an editable input
3. Type the new name
4. Press Enter or click the green check button to save
5. Press Escape or click the X button to cancel

The name updates immediately. If you leave the field blank, saving is blocked — the name cannot be empty.

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Adding items

Click Add Item in the top-right corner of the editor to open the item sheet.

Item fields

Field	Required	Details
Title	Yes	Short name for the document request, e.g. "Two years W-2s". Max 200 characters.
Description	No	Instructions for the borrower — what exactly to upload, how many pages, date range, etc. Max 500 characters.
Category	No	Defaults to Income. Options: Income, Assets, Identification, Property, Other.

The Add Item button stays disabled until you type a title. Click it (or the button turns active) to save the item.

Writing good descriptions

The description shows up in the borrower's portal under the document request. A specific description reduces back-and-forth:

• ✓ "All pages of personal bank statements for all accounts for the past 2 months."
• ✗ "Bank statements"

Borrowers read this description before uploading, so the more specific you are, the fewer questions you'll get.

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Removing items

Click the trash icon on any item row. A confirmation dialog appears:

"This item will be removed from the template. Existing loan files are not affected."

Click Remove to confirm. The item is deleted permanently from the template. Loan files already created from this template are unaffected — their checklists are independent copies.

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Item categories

Items are grouped by category in the editor — the same grouping borrowers see in the portal:

1. Income — pay stubs, tax returns, P&L statements, 1099s
2. Assets — bank statements, investment accounts, gift letters
3. Identification — photo ID, SSN documentation
4. Property — purchase contract, appraisal, HOA documents
5. Other — anything else

When adding an item, pick the category that makes the most sense for that document. This keeps the borrower's checklist organized by topic rather than a flat list.

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Changes don't affect existing loan files

Editing a template — adding items, deleting items, or renaming — only affects loan files created after the change. Any loan file already using this template has its own independent copy of the checklist and is not updated retroactively.

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Deleting a template

To delete an entire template, return to the Templates list and click Delete on the template row. A confirmation dialog appears:

"This template will be permanently deleted. Loan files created from it are not affected."

Deletion is permanent and cannot be undone. Loan files created from the template are not affected.

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Next steps

• Using a Template on a New File — how to select your template when creating a loan file
• Working the Checklist — adding custom items to an individual loan file