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Role-based access controls for origination
How to create and assign role-based access to agent users during the origination process.Origination queues for lines of credit
Queue up line of credit applications to streamline underwriting, decisioning, and onboarding.Origination queues for loans
Streamline underwriting and decisioning with a prioritized list of applications.More Guides
- Agent users
- Smart Checklist
- Variable interest rates
- OFAC InstaCheck
- Base Communications Suite
- Statements
- Dashboards
- Compliance overview
- Applying and viewing discounts
- Credit pulling
- Smart Mail House
- Queues
- Smart Panel
- Agent Walkthroughs
- Creating a loan
- Interactive SMS
- Audit Trail and reporting tools
- Contract matching
- Setting up a loan
- Report types
- Automated notifications