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User ManualDeveloper Guide
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User ManualDeveloper Guide

Getting Started

  • Introduction
  • Your Profile & Security
  • Team & Permissions
  • Plan & Billing

Setting Up The Platform

  • Overview
  • Company Information
  • Branding (Logo & Colors)
  • Variables (Data Fields)
  • Loan Product Setup
    • General Loan Product Information
    • Workflow Statuses
    • Lender Application Views
    • Standard Task Checklist
    • Calculated Variables
    • Decisioning Automation
    • Email Automation
    • Document Folder Structure
    • Team Member Assignment
    • Application Form
    • Rejection Options
    • Application Labels
  • Borrower Setup
  • Intermediary Setup
  • Decisioning & Integration Setup
    • Decision Strategies
    • Data Integrations
    • Deployment
  • Digital Lending Portal Setup
    • Standard Borrower Portals
    • Custom Digital Lending Portals
  • Email Setup (SendGrid Integration)
  • E-Sign Setup (DocuSign Integration)

Using The Platform

  • Overview
  • Applications: General Information
  • Applications: Creating New
  • Applications: Board & Table Views
  • Applications: Processing Details
    • Application Workflow Statuses
    • Application Data
    • Application Borrowers
    • Application Intermediary
    • Application Documents
    • Application Task Checklists
    • Application Decisioning & Integrations
    • Application Team Members
    • Application Emails
    • Application History
    • Application Labels
    • Application Notes
  • Borrowers
  • Intermediaries
  • Task Work Queue

Applications: Processing Details

Updated 3 months ago