Before you start - Have your own version of each document ready as a Word file. Export a Google Doc to .docx first.
The four templates
You edit and replace these. You can't create additional template types.
Template | What it's for | Applies to |
Customer privacy - commercial | Consent to collect and handle information and pass it to a lender | Commercial |
Customer privacy - consumer | The same, worded for individuals | Consumer |
Customer disclosure | The loan's rate, fees, repayments and lender, given to the customer at submission | Consumer only - legally required |
Lender product quotes | Up to three lender products for the customer to compare | All types |
Where to find them
Select your name, top right → Settings → Templates → Document.
Who can do this: anyone with the Templates → Document → Edit permission.
Tags
A tag is a marker in your document that Financeable fills in. {{customer_first_name}} becomes the customer's first name.
Tags go into your document before you upload it.
Tip - Open the preview on the Customer disclosure template before you build your own. It shows every tag in position, so you can see where each one sits in a finished document. Building a template from scratch is where most template problems come from.
Open the template in Financeable.
Select a tag in the list to copy it.
Paste it into your own document where that information should appear.
Repeat for every field you want filled automatically.
Save your document.
Drag and drop it onto the template to upload.
The template is live from that point - the next document you generate uses it.
Getting tags right
Copy each tag fresh from the list in Financeable and paste it as plain text. A tag that's been retyped, misspelled or carried formatting across won't be read, and the field comes out blank.
Before using a new template on a real deal, run it on a test application and send the document to yourself.
Stuck on tags or formatting? Get help and support