Add a Conditions Group

You can find your conditions group settings in your profile settings which can be found by clicking Me in the top right corner.

Now scroll down and click on conditions group under the conditions and documents header.

You should now be viewing your conditions groups.

If you wish to work off an already existing conditions group you can duplicate the conditions group by clicking on the blue duplicate button found next to the red trash can.

If you want to start from scratch click on Add Conditions Group found in the upper right corner of the dropdown

The first thing you do is name the conditions group (eg First Time Home Buyers)

Once you’ve done that you can start adding the conditions you want in this grouping.

You are also able to specify whether the condition is meant for all the borrowers or just the primary borrower.

You can always delete a condition by clicking on the X next to it in blue or the red garbage can found to the right.

You don’t have to click anything to save the conditions group. Once your done adding the conditions you need you are able to send it in a client experience email right away.

Hopefully this article has been helpful!