Creating your own Stacking Order Templates

With PackageMyLoan we understand you have different types of loans that have a different template for the stacking order of loan documents. We have created a system where you can create and save personalized stacking order templates which can be easily be inserted into a loan box. Below is a guide to creating your first template:

1) Go to your settings page and click on the Template button. From here, click on the new template button.

2) A pop up will appear with fields to fill out regarding your new template. Give it a name and then start adding document types by giving each type a name and then pressing the add document type button. They will then appear in the list below. From here you can also rearrange the stacking order if you would like to.

3) To start using your new template go to create a new deal (or email app) and then choose "Use custom template" to see your customs templates. From their choose which one you would to use and create a deal with your own custom template