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- Credit Scoring Engine
- Process
- Application review
Application review
Prepare a case with a stable applicant, assignment and reviewed revision.
Step by step
-
Applicant setup App Administrator
App Administrator checks the applicant, organization, contact and active state before work begins.
- Establish identity and organization scope
- Updates Applicants, Parties, People
-
Application draft Operations Manager
Operations Manager records the purpose, amount, date and assigned person. Supporting documents belong with this case.
- Record request and supporting files
- Updates Applications, Record attachments
-
Review Operations Manager
Operations Manager compares the application revision with its supporting material and submits the current case to Credit Reviewer.
- Send the current revision for independent decision
- Updates Applications, Credit decisions
Who does what
Roles and permissions- App Administrator
- Maintains identity; Operations Manager prepares; Credit Reviewer receives the case; Auditor can inspect the trail.
Set up Credit Scoring Engine your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.