Getting Started

• Create New Application

• App Management

• Delete

• Modify

• Log in

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Loan Management

• Configuring Fields for Working with Client Data

• Search Page Overview

• Entering a Client into the System

• Client Profile Page Overview

• Creation of Loans

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Loan Origination

• Document Template Creation

• View Loan Documents

• Credit Product Creation

• Underwriting studio: Product routing

• Underwriting studio: Risk policy

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Loan Servicing

• Tracking of Loan Information

• Tracking of Past Due Debts

• Communication with the Client

• Outreach: Creating Campaigns for Communication with Clients

• Underwriting studio: Attributes

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Settings

• General

• API Keys

• Clients

• Loans

• Data sources

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Site Builder

• Inrtoduction

• Getting Started: General Overview

• Web Pages

• Content Management System

• Template Types

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User Flow Editor

• Loan Form Editing

• Client Form Editing

• User Flow Overview

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