Provide the Lending Company with an option to verify the Customer's phone number. Such a verification can be enabled in the system configuration if SMS integration is enabled.
If the functionality is enabled, an SMS code is sent to the phone number provided by the Customer. To finalize the verification the Customer must enter the verification code on the Customer's Portal.
If enabled, verification is required for every new customer and each time the Customer’s phone number is changed (by the Customer or by a Back-Office User).
...
The primary flow of the feature implies active participation of the Customer.
1. Customer Gets the Message
...
a. The Customer is registered or their phone number is updated in the system.
...
The Back-Office Users are also notified that the phone number verification is required. The status will be changed to “Phone verification”For loans
that are expecting approval a message similar to the one displayed for the Customer is displayed. The Back-Office User can contact the customer and assist them with the phone verificationNOTE: If there a loan in the Origination state, the Back-Office User responsible for the Loan will see the Phone Number Verification form. This is done to allow the manager assist Customers with the phone number verifications at the point when it is crucial to move on with the loan application processing.
Unlocking the Customer
If the Customer has entered incorrect password for too many times and has been locked, the Back-Office User ( with “Customer Management” permission) can Unlock the user.
...