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Blog

  • Neofin's Partner Program: Empowering Fintech Software Developers

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Getting Started

  • Create New Application

  • App Management

  • Delete

  • Modify

  • Log in

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Loan Management

  • Configuring Fields for Working with Client Data

  • Search Page Overview

  • Entering a Client into the System

  • Client Profile Page Overview

  • Creation of Loans

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Loan Origination

  • Document Template Creation

  • View Loan Documents

  • Credit Product Creation

  • Underwriting studio: Product routing

  • Underwriting studio: Risk policy

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Loan Servicing

  • Tracking of Loan Information

  • Tracking of Past Due Debts

  • Communication with the Client

  • Outreach: Creating Campaigns for Communication with Clients

  • Underwriting studio: Attributes

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Settings

  • General

  • API Keys

  • Clients

  • Loans

  • Data sources

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Site Builder

  • Inrtoduction

  • Getting Started: General Overview

  • Web Pages

  • Content Management System

  • Template Types

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User Flow Editor

  • Loan Form Editing

  • Client Form Editing

  • User Flow Overview

  • Loan Application Status Definitions

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