Loan Origination: Registering a Customer and Creating a Loan Application
User registration and origination of a loan application are two rater interconnected processes in the system.
There are several ways the customer can apply for a loan;
As a guest user who has entered the Web Portal for the first time. In this case the loan application is joined with the user registration.
As a registered user, from the personal cabinet on the Web Portal. In this case the loan application is processed, using details defined in the course of the first registration.
Via contact with a Back-Office user (Lender’s representative).
Please note, that ability of a guest user to register oneself and apply for the loan can be limited with the web configuration file. In this case, the user shall be registered by Back-Office users (directly or via export).
To learn more, please read the following sets of articles:
Customer registration
Origination of a loan