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?