Document Naming Templates

Customize how documents are named when processed by MortgageFlow

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Template Set

Select or create a template set for different lenders or workflows

Default Template

Global fallback template used when no document-specific template is defined

Available variables: {clientName}, {docType}, {year}, {months}, {propertyAddress}, {institution}, {accountNumber}, {employer}
Note: Reference code is automatically added to compliance filenames.

Document Type

Choose the document type to customize its naming template

Template Editor

Drag variables or type constant text to build your template

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Tip: Drag variables from the left sidebar into the editor, or type constant text directly. Variables are in {curlyBraces}. Example: {clientName}_{docType}_{propertyAddress}
Required
Optional
Computed
Lender Filename
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Compliance Filename
Enter template to preview...