8124 Creating Borrower Interview Configurations

Borrower Interview Configurations let you build different interview flows in Zenly and assign them to specific Loan Originators. This helps standardize what gets collected, reduces unnecessary questions, and supports specialized workflows for different loan programs.

Creating a custom configuration

   1.    Log into Zenly (https://www.calyxzenly.com).
   2.    Select the User Profile icon from the top right corner of the screen.

    3.    Select Interview Configuration.

     4.    Click Configuration from the left navigation panel.

Note: A Full Loan App configuration is automatically created and is the default for all current and newly added users until another configuration is created and applied.

     5.    Select the Plus (+) icon to create an additional configuration.

      6.   In the Config 2 field, enter a title for the new configuration.

      7.  In Detailed Settings, uncheck the appropriate boxes to exclude question trees you do not                  want to use.
     8.  Select Declarations, then slide the toggle to make Declarations required during the borrower            interview.

     6.    Repeat Step 3 to create additional configurations as needed.
     7.    Select Save at the bottom of the screen to save configurations for later assignment.

Summary

By creating and saving multiple configurations (beyond the default Full Loan App), you can tailor the borrower interview experience to match your process. Once configured, each LO can be assigned the right interview flow, so they consistently gather the information they need.