video1.0<iframe src="https://www.loom.com/embed/0e97893d77ee4a63bc6a963d935e6d7a" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/0e97893d77ee4a63bc6a963d935e6d7a-f76f5f8c2dc8b117.gif418.653This Loom explains how to edit and create custom Broker Plus portal templates and add-on packs using the same builder engine. It shows going to Client Portals, using Edit Portals, naming a new template, and starting from either a Blank Template or an existing option like Repeat Buyer. The video walks through adding different field types such as Number, Currency, Date, Dropdown, Address, and Downpayment Source, setting whether fields are required, optional, or required but skippable, and using custom conditions based on criteria like annual salary over $50,000. It also covers adding documents for upload and preview, and briefly demonstrates a sign page using a politically exposed person disclosure flow.