Loan Origination

How to Add Users to the Blacklist in Neofin CRM

Managing your blacklist efficiently is essential for compliance, security, and

Accessing CPA Client Requests in Neofin Navigate to: yourdomain.com/

When a loan request is applied, the manager (administrator) can

Risk policy – a tab used to enforce the risk policy

Underwriting studio is a tool that allows you to automate

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

To send a new document to the client for signature,

To create a document to be signed by the client