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- Branch Operations
- Process
- Application review
Application review
Decide on a submitted account application before recording provider completion.
Step by step
-
Prepare application Case Analyst
A Case Analyst places the applicant and initial deposit under the correct transfer and organization.
- Draft case
- Updates Applications, Vault transfers, Organizations
-
Submit revision Case Analyst
The application moves from Draft to Submitted with the revision ready for review.
- Submitted case
- Updates Applications, Record attachments
-
Review application Credit Reviewer
A Credit Reviewer checks the submitted revision and supporting evidence. The reviewer approves or rejects with a reason.
- Decision on revision
- Updates Credit decisions, Applications
ApprovalA person approves before the work moves on. -
Record decision Credit Reviewer
The application reflects Approved or Rejected after the decision has been recorded.
- Approved or Rejected
- Updates Applications, Credit decisions
-
Observe provider authority Case Analyst
An approved application becomes Completed only after the provider has issued the actual outcome.
- Completed provider outcome
- Updates Applications, Financial accounts
Who does what
Roles and permissions- Case Analyst
- Prepares and follows the provider case; Credit Reviewer decides; Auditor reads the trail.
Set up Branch Operations your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.