Path Admin – Settings > Templates
The templates feature in Path is designed to streamline loan processing by allowing administrators to define and manage sets of default field values. These templates can be applied to both new and existing loans, automatically populating specified fields so that Loan Origination System (LOS) users are not required to enter them manually. This reduces data entry time, minimizes errors, and ensures consistency across loan files. Templates can be tailored to specific business units, making them a flexible and powerful tool for enforcing organizational standards and improving operational efficiency.
Creating a Template
- Navigate to Settings > Templates.
- Click the Add button, located on the bottom action
