Managing Finance Applications
Using our finance application widget, you can capture a clients personal details, address, employment history, income, assets and liabilities.
The application can be integrated to a 3rd party for approval and credit checks.
The data in the application will be pre-populated from CRM information and updated once the application is complete.
If the application is conditionally approved, the blueprint will guide you through the process of collecting additional information from the customer, so loan documents can be produced.