Document templates in Lendbox are reusable documents containing placeholder fields that automatically populate with loan-specific data. For example, a loan agreement template with placeholders for principal amount, borrower name, and interest rate generates a customized document for each loan by inserting the actual values from that loan record.
This guide shows you how to create templates using both available methods, and how to download a generated document from a loan.
Two Ways to Create a Template
There are two ways to build a document template in Lendbox:
The built-in editor is best for straightforward templates you can write directly in Lendbox.
Uploading your own Word document is best when you need more advanced formatting and design control.
In both methods, pre-selectors are the placeholders that automatically insert loan-specific data into your document.
Step 1: Open the Templates section
In the left navigation panel, click the Documents tab, then click the Template subtab.
Step 2: Start a new template
Click Add Document to start creating a new document template.
Method A: Use the Built-In Editor
Step 3: Open the editor
Click the Edit in UI tab and type out the contents of your document.
Step 4: Insert pre-selectors
Click any pre-selector to add it at your cursor position in the editor. Each pre-selector is a placeholder that will be replaced with loan-specific data when the document is generated.
Method B: Upload a Word Document
Step 3: Open the upload tab
For more advanced formatting and design control, click the Upload Document tab.
Step 4: Add pre-selectors to your document
Click a pre-selector to copy it, then paste it into your Word document wherever you want that value to appear.
Step 5: Upload the file
When you have finished editing your Word document, click the upload area to select the document file.
Step 6: Save the template
Click Save Template to finalize and store your new document template.
Seeing a Template in Action
Step 7: Open a loan
Navigate to the Loans page and select a loan of your choice.
Step 8: Open the loan's documents
On the loan details page, click the Documents tab to see the documents associated with that loan.
Step 9: Download the generated document
Click Download to retrieve the document generated from your template. In the downloaded file, all placeholders have been replaced with values from the loan — such as the principal amount, company name, and borrower.
Done
You have successfully created and saved document templates in Lendbox, including editing them in the built-in editor, uploading Word documents, and applying them to loan records.