Origination queues for lines of credit

Origination queues let you select a number of line of credit applications, adding them to a list for agents to underwriting or onboard. The queue helps agents focus on specific applications and update the list as they're checked off. Like our other queue features, this helps improve the efficiency and accuracy of your agents. 

To use the queue, first navigate to the "Lines of Credit" manager and filter your search and select the applications you'd like to add to the queue. 

When the applications are selected, click the three dots to open options, then select “Start Queue” from the menu. 

When you begin the queue, you'll be taken through each account on the list. You can use the bar across the top to navigate between different account on the list. The changes you make to the account will be saved, but the queue itself will not be saved when you exit.