Lending System
By Anna1 author18 articles
Can I manually assign a task to a specific team member?
When a task is needed to be completed by the borrower/intermediary, is a notification automatically sent out?
Can we enforce that all tasks must be completed before the application moves to the next step in the workflow?
Can I create a task to review a document received via API or email?
How can I configure the platform so that it automatically assigns tasks to different groups of users?
Customer needs to receive a notification if they need to complete a task. Is this feature available on your platform?
What are the file size limits individually and per application in total?
Can documents be linked to tasks (ex., we request an additional statement from a customer because the one supplied is not suitable)?
Can I classify documents (ex., can BankABC_statements_220722.pdf be classified as a "Bank Statement")?
Can the documents be shared from the underwriter to the customer?
Is there a possibility to have a prompt sent out to the customer to request documents?
Why wasn't the required data filled in the field of the generated document when I mapped a "List" variable to a "Select" field?