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

Application form will emerge.

The list of fields and questions depends on the specific account settings. However, the first part of the form usually includes some Personal and Residential status details.

As soon as all the mandatory (marked with a star) information has been enabled, the Save changes button will become active.

If automatic soft check is enabled, the first part of the form will always contain all the information required to run the check, and its results will be visible for the Back-Office user as soon as this first part of information has been submitted.

Select Existing Customer

You can also use the details of an existing customer.

• Enter the customer’s name, phone, SSN or any part of it as a search key.

  

• Basic details of all the customers matching your choice will emerge.
  

  

• Click the arrow right at the end of the corresponding line. You will see more details of the customer. Click the Use this customer button to add the customer’s details in the application.
  

  

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