Lending Setup
By Anna1 author18 articles
Can I restrict the final approval of a loan based on the loan amount and whether a credit officer is authorized to approve up to that limit?
Can I use the DigiFi platform to originate several different loan products in one system (e.g. mortgage, HELOC, consumer and business loans)?
How can I delete a tab from the application views?
Is there a way to store internal communication about the loan on the platform for future reference?
I have created automation for triggering emails when the application moves to a certain status but unfortunately haven't seen any email triggering. What might be the issue?
Do several actions in a particular Automation run simultaneously?
What will happen if trigger conditions are met and action conditions are not met?
Can I change the name of my Automation?
What will happen if I add "Assign Value" action and there is no variable in the application data tab it should apply to?
Can I set "Assign Value" action to the calculated variable?
If I've made some changes in the calculated variables formulas, is there any way to update them in the active application?
When a new application is created I see that “Calculated Variables” added to the Borrower Profile are not calculated. Is this a bug?
Why after populating a phone number variable with zero leading in the application form the phone number looks the same in Loan Origination System, but “Get Application” request shows no zero in the phone number?