Separate application preparation, independent decisions and evidence review.
| Role | Borrowers and products | Application preparation | Credit and bundle review | Funding and schedules | Repayments and servicing | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| Credit Officer | View | Edit | Edit | Edit | — | Edit |
| Independent Credit Approver | View | View | View | View | View | View |
| App Administrator | Edit | Edit | Edit | — | — | — |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | Edit | View | View | View | View |
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: Applications Awaiting Review
Review eligible revisions independently and reconcile operational evidence.
Starts on: Applications Awaiting Review
Maintain organization configuration and membership.
Starts on: Active Borrowers
Read authorized evidence and reports.
Starts on: Disbursement Outcomes
Setup role for maintaining user access and loan product parameters and inspecting operational configuration without taking credit approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.