Oleksandr Kshutashvili

General

Settings – General section is used for initial system setup. Company

Underwriting studio: Attributes

To add your own attribute, follow these steps: 1. Go

Underwriting studio: Risk policy

Risk policy – a tab used to enforce the risk policy

Underwriting studio: Product routing

Underwriting studio is a tool that allows you to automate

Credit Product Creation

To create a product, follow the steps below. 1. Go

View Loan Documents

To send a new document to the client for signature,

Document Template Creation

To create a document to be signed by the client

Outreach: Creating Campaigns for Communication with Clients

The Outreach section allows you to configure various outbound campaigns

Communication with the Client

Comments on the client If you have to leave any

Tracking of Past Due Debts

To easily and quickly view all past due transactions, use