Loans processing

Organize the lending process to ensure quality customer service. You can set up lending processes depending on the type of loan provided: consumer loans, car loans, mortgage. Using a special stage bar, you can track the process stage, or quickly move to another stage.

Creating and entering lending terms is a major step for registering the application in the system. You can create terms in one click based on the specified characteristics of the selected product in the current application. The system will prompt you with the boundary ranges and valid values for each parameter to minimize operational risks, and set desirable values at the first step of the loan processing.

A detailed information about the borrower and the contact points, co-borrower, guarantors that are uploaded into the system, are recorded in special forms in the current application. The system enables the storing of all required information about the customer: personal data, employment data, addresses, financial information on revenues and expenditures, availability of current credit obligations, ownership of property.

Define a set of documents required for the loan, depending on the product. All the necessary documents, such as a loan agreement, pledge agreement, guarantee agreement, notice of the AIR and others, are generated automatically by customizable templates. The system enables you to flexibly configure the list of all required documents for each stage of the loan process, and monitor the mandatory availability of the requested documents in the application form.

Use document templates or modify it using the convenient designer of printed forms. Convert to the desired format (.pdf) and immediately send to print.