Create a new loan application from Back-Office
Loan application may come from different sources, in particular, they can be created by Back-Office users directly in the application.
Go to the Origination workplace and click the +New application button in the top left part of the screen
Main Loan Details
The first page of the emerged New application tab contains details of the loan. The list of fields depends on the specific account settings, however you should usually select a specific credit product (the list of products depends on your account settings).
Once you’ve filled in all mandatory fields (marked with a star), the Next button is active at the bottom of the page.
Add Customer Details
The second page lets you select and existing or add a new customer.
Add New Customer
Click the New Customer button
Select Existing Customer
You can also use the details of an existing customer.
Once you’ve provided all the customer details, additional loan details may be required (subject to the account settings).
Necessary Rights and Permissions
In order to perform the action, please check with your system administrator to make sure that you have the following permissions:
Loan origination