Signing of Documents
Once you have checked all the necessary information, then you
Oleksandr Kshutashvili
Checking the Correctness of Information
Before sending the documents to the client for signature, you
Application Approval
Once you have entered an application into the system, based
Loan Page Overview
The loan page looks like this.
On the loan page,
Creation of Loans
To create a loan for the client, follow these steps:
Client Profile Page Overview
The customer profile page contains the information added to the
Entering a Client into the System
Click Add client, if there is no client in the
Search Page Overview
Click the search icon in the upper right corner.
You
Configuring Fields for Working with Client Data
First, you need to configure the fields to facilitate the
Control Panel
Control Panel is your workspace where you can manage your Apps.