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- Lending Platform
- Process
- Application review
Application review
A credit case begins with a borrower and an organization. The Credit Officer records the requested amount, subject and owner, then gathers the material needed for underwriting. The handoff should make it clear which revision is being reviewed and who can answer a question about the request.
Step by step
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Register borrower App Administrator
The App Administrator checks the borrower's identity, organization and eligibility note before the case is used.
- Identifies the lending party and scope
- Updates Borrowers, Organizations
-
Prepare application Credit Officer
The Credit Officer records the request, borrower and organization, keeping its status at Draft while details are checked.
- Records the request and owner
- Updates Loan applications, Team members
-
Attach evidence Credit Officer
The officer adds supporting files and evidence lines to the same application.
- Keeps sources with the case
- Updates Record attachments, Application evidence
-
Submit underwriting Credit Officer
The officer submits the underwriting review and makes the application available for the independent decision.
- Presents a specific review revision
- Updates Underwriting reviews, Loan applications
Who does what
Roles and permissions- App Administrator
- Maintains borrower and organization records.
- Credit Officer
- Prepares the request.
- Independent Credit Approver
- Receives the submitted case.
- Auditor
- Reads the resulting trail.
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