Simpology Lender Projects are managed through Teamwork - which is our central place where we track and manage configuration requests and subsequent change requests to your guidebook.
It's a web-based system which can be accessed from anywhere. It provides you with direct access to our team where you can nominate to receive email notifications to have full visibility of the tasks' progress. It also provides a record of all your guidebook changes and the ability to go back and forth with correspondence with our team - saving you lots of email threads and meetings!
We generally use Teamwork for three components.
Component one - Configuration:
This process will apply when you choose to go ahead with Loanapp. It will include:
Uploading your collateral for product specs and matrix, credit policy, checklists, branding, business rules/guidelines etc
Uploading your serviceability for Loanapp to be built in the same way
Backchannel messages
Data mapping
Validation rules etc
Component two - Change Requests
This process will apply once you've launched and gone live with Loanapp. It will include changes to:
Serviceability
Products such as rates or codes
Print Forms
Fields to your guidebook. For example, your own internal credit policy changes or industry changes
Component three - Setting Up Lender Users
This process will apply when you want your team members to be given access to Teamwork or Loanapp with lender permissions.