Overview
The redesigned Organization Settings for Lenders in the Built platform aim to simplify configuration for platform users by improving the layout, language, and structure of configuration toggles. These updates help Customer Admins, Implementation Managers, and Success teams more easily manage loan workflows like draws, inspections, budgets, and notifications—without needing to interpret technical language or internal system logic.
Understanding and Using Configuration Toggles
Description
Configuration toggles allow platform users to enable or disable specific behaviors and workflow requirements within the CLA platform. These toggles are organized into semantically grouped categories and now use human-friendly, verb-led labels that make their functions more discoverable and easier to manage.
Step-by-Step Instructions:
Step 1: Navigate to the CLA platform and open the Lender Organization Settings.
Step 2: Use the sectioned layout to explore toggle categories, such as Draws, Inspections, Notifications, and Permissions.
Step 3: Locate the toggle you want to configure. Review the new tooltip provided for each toggle. These explain:
What the toggle does.
Who it impacts (e.g., borrower, builder, internal user).
The default value and any current state.
Step 4: Toggle the switch ON or OFF depending on your institution's needs.
Note:
Changes to toggles are tracked in the audit log.
Toggles are dynamic and may evolve with platform updates.
Key Redesign Improvements
Description
The toggle interface was reworked to support more intuitive and confident configuration across institutions. The update addressed several major usability issues through clearer structure, language, and interaction design.
Summary of Updates
Confusing labels → Replaced with user-friendly, action-driven descriptions.
Disorganized structure → Standardized hierarchy using Levels 1–3 for clearer navigation.
Low discoverability → Introduced tooltips and progressive disclosure to provide help only when needed.
Cognitive overload → Aligned toggles to the left and placed explanations to the right.
Internal vs. user mental models → Language now matches how customers think and talk.
Note
Toggle placement is now grouped semantically and behaves consistently across the platform.
Users no longer rely on left navigation to explore nested options. Accordion-style interactions reveal relevant settings in context.
RM notification toggles, for example, have been broken into two distinct options: Draw Updates & Approvals, and Inspections Completion. These can be controlled independently at the tenant level—no feature flag required.
Additional Information & FAQs
What are Configuration Toggles? Settings that can be turned ON or OFF to customize system behavior.
Who Manages Toggles? Toggles are controlled by Implementation Managers during onboarding or as part of ongoing configuration by the Lender Admin.
How Are Toggles Organized? Grouped by workflow category (draws, inspections, notifications, etc.).
Why Do Toggles Matter? They define how the platform behaves for each institution and help resolve questions about current system behavior.
How Do I Know What a Toggle Does? Each toggle has a tooltip (a description) with a plain-language explanation of its effect.
Are Toggles Updated Over Time? Yes. The list of available toggles is dynamic and grows as new platform features are introduced. The team owning the code base will determine if new toggles need to be added or not.