In the Company Settings > Closing Costs tab, Company Admins (and Branch Admins) can set and manage fees that populate automatically in loans, and set defaults for some fees based on lender when using manual lenders. When using integrated lenders, several fees will come directly from the lender through the integration, but remaining fees can still be set with defaults, and all fees are configurable for manual lenders.
To edit an existing fee, click on it's name. To copy or delete a fee, click the "..." action menu button on the right side.
Use the Select Lender dropdown to show the selected lender's fees along with the default fees you are editing. Integrated Lenders' fees will be automatically populated. Manual Lenders' fees can be edited in your Company Settings > Lenders tab.
Click +Fee to create a new fee.
Pick the fee type, section of the fee sheet it belongs in, what name you want it to display, set the amount, and set the criteria for when you want the fee to apply.
If you're following our New User Onboarding Guide,
