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Documentation

Getting Started

Loan Requests

Loan Request Overview

Assigning a Loan Request

Viewing Client Details

Notes on a Loan Request

Creating a Loan Bid

Approving a Loan Bid

Assigning a Task

Perform Analysis

Chat with Stakeholders

Generating an ESIS document

Settings

Document Registry

Charges

Collaterals

Loan Templates

Task Registry

Introduction

Generate from existing Form

User Settings

Bank Settings

Team Settings

Exclusive Themeing

Workflows

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Configuration

Document Registry Charges Collaterals Loan Templates Task Registry User Settings Bank Settings Team Settings Exclusive Themeing

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