Contacts Tab

Contact tab is available to display all contact history of the loan application made by back-office users to loan borrower. To view the communication between the back-office users and the loan borrower, user should navigate to either Origination, Collateral, Risk Evaluation, Underwriting, Servicing, Collection and Archive menu item and click on ‘Contacts’ tab to view the available data.

Open

Back-office users only get to Send Email or Send SMS if the application is created by them originally and if they assign the application to them. Assignment Officer role gets to assign the loan application to another back-office user.