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