video1.0<iframe src="https://www.loom.com/embed/ebeba3284e11449f8086cfe26c82acde" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ebeba3284e11449f8086cfe26c82acde-ef5a7f6abb6852d5.gif141.983333In this video, I walk you through the process of attaching new or existing client needs to conditions on the loan file. You'll learn how to use the icon with the user and plus sign to add a client need, as well as how to link it directly to a specific condition, like a letter of explanation. I demonstrate attaching both new client needs and existing ones, ensuring that you can manage multiple needs efficiently. After setting everything up, remember to save or preview and send your changes. Please take a moment to familiarize yourself with this process to streamline our workflow.