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How to Create Custom Fields in LendingPad?

  1. Login to LendingPad as System Administrator

     

     

  2. Click on “Settings”


  3. Click on “Custom Fields”


  4. Click on “Add New Custom Field” button


  5. Input the Label Name and Select Parameter Type, Type, Formatting Type


  6. Click on “Save Changes”


  7. Under the General Information section, You can add a default value (It will apply to all loans) and define the sections for “Custom Field”


  8. Click on the “Permissions” tab to define View/Manage permissions for “Custom Field” and click on “Save Changes”


  9. Click on the “Change Custom Fields Order” button to rearrange


  10. Drag the fields to change the order and click on “Save Changes”


Parameter Type:

  • List - creation of a list of options users can choose as a drop-down in loan files. 
  • Range - creation of a range of values users can enter. For example, LTV 80-85. 
  • Table - creation of a table with cells and columns. Not available in business rules.
  • Value - The most common option and allows users to enter any value based on the type used. 

Type: 

  • Boolean - A Yes or No choice 
  • Date - mm/dd/yyyy format 
  • Date and time - same as above with time stamp option 
  • Decimal - dollar figure option with cents.
  • Double - contains decimals 
  • Integer - a whole number
  • Percentage - a percentage format 
  • String - single line data entry. 
  • Text - Paragraph type format for entering data.