Origination configuration
It is essential to configure Q2 Origination in order to process origination applications through it. Usually, a limited set of users are provided access to review or update configurations, as any change may impact existing deals or new deals.
With origination configuration, you can do the following:
Set up lending products and sub-products.
Set up users, their roles and permissions, accounts, scorecards, rate cards, quick quotes, and system date.
Build different business process workflows.
Import your existing data.
Q2 Origination leverages Skuid to deliver enhanced functionality in the form of the Deal Room, Auto Decisioning, and the Loan Dashboard. All of these are configurable features that help you automate the processing of the more complex and document-intensive products, like commercial real estate loan applications, and bring transparency into the functioning of the different departments. However, Q2 Origination continues to support the non-Skuid functionality, and the different chapters of this guide help you set up your processes in both environments.
The sections of this chapter provide detailed steps for configuring Q2 Origination.
Page Layout Customization in Q2 Origination
In case any field or related list referred to in a setup is not visible in your application instance, you can modify the page layout to include them on the page. The following example illustrates how you can do this:
Example: If the Yodlee User Credentials are not visible when you select on a contact to view their details, do the following:
On the contact page, in the top right select the Edit Layout link.
In the Contact Layout edit box, select Related Lists.
The page scrolls to the Related Lists section of the Contact page. You can see the different related lists currently included to appear in the layout.
From the edit box, select Yodlee User Credentials and drag and drop it to the desired location within the Related Lists section.
To view and customize the related list properties, select the settings icon on the top left of the Yodlee User Credentials list you have added.
From the list of available fields, select the fields you want to display.
Specify the sort order, if required, and then select Ok.
To save your changes, in the edit box, select Save.
The Yodlee User Credentials list appears on the contact page.