Origination of the loan from back office

Back Office users can run the loan initiation process instead of the customer. For that, they should use the Origination workplace.

The Origination tab also has a +New application button in the top right corner.

Open

From here, the back-office user can:

• Create a new application (https://turnkey-lender.atlassian.net/wiki/spaces/TLKB/pages/3262218315 )

• Select and existing application with Origination status and:

  • View the application details

  • Set up a Virtual date of the loan

  • Assign the loan to other user (if permitted)

  • Assign the loan to another branch (if permitted)

  • View and edit (subject to permissions) details of the customer

  • View and edit details of the guarantor

  • Provide and manage bank account details related to the loan

  • View and edit the loan scheduled

  • View the loan application status path

  • Initiate, manage and register contacts with the customer

  • View and manage the documents related to the loan

  • Set customer an loan flags

  • View result of a credit bureau check (if available) and request such a check

  • Comment on the loan

  • Cancel the loan

  • Send the loan for approval