How to set up Custom Fields to pass to Providerfs?
Below is a step-by-step guide on how to create a custom field in LendingPad. This example uses Alternate Lender Codes to DocMagic, but the setup is the same for any custom field.
Tips for Alternate Lender Code speciffically.
- The Alt Lender Codes come from Docmagic. they MUST Be keyed in exactly to the custom field to operate properly.
- It is recommended that when creating the custom field to obtain the Alt Lender Codes from Docmagic first then creating the custom field as a list that users can choose from. This helps eliminate typos and streamlines the process for entering alt lender codes.
Be sure to alert your provider the name of the Identifier that you created in the custom field so they may use that on their end.