With Neofin, you can not only configure an offline loan process, but also completely automate the online loan process.
Once you have followed the main steps described in Get Started, Site Builder, User Flow Editor, and Origination sections, you can start working with the Loan Management System.
Loan Management System is a tool that you can use to add your clients’ loans into the system.
For example, a client has come to your company’s branch with a request to apply for a loan. A branch manager can manually add the client into the system, select a loan product for him/her, approve the application and fund it.
We will look at how to do this.