Setting up and viewing a company
You must set up your organization or company in Q2 Origination and define whether lending operations can be performed from that office. A company can be created as a head office or a branch office. Lending operations are usually performed through the branch office. You must also specify the bank details for accounting purposes. You can view your default company in the left sidebar along with the system date. This is especially useful when you create a Quick Quote, and the company can be seen at the beginning of the Quick Quote page.
Setting up a company
The first company you create is automatically assigned as your default company. A user must be assigned to at least one company to be able to create and process applications. You can create multiple companies and maintain a parent-child relationship between them.
Prerequisites
The following is the prerequisites to create a company:
A location is set up
Steps
Perform the following steps to create a company:
Log in to your Salesforce account.
Go to Origination Configuration > Company and Application Setup, Company Setup.
Select Add/View Company.
You can also add a company after creating a location. Once you create a location, the New Company button is also accessible from the Location Detail page.
Under Define a new Location/Type/Company, select New Company.
In the New Company page, specify the company information:
Specify the Branch Date.
Specify the Company Name.
Specify the Address of the Company.
Select the Parent Company of this company. If you are setting up a company for the first time, this becomes the parent company.
Specify the External ID.
Specify the Fax and Phone numbers.
Select Save.
Viewing a company
Perform the following steps to view the details of an existing company:
Log in to your Salesforce account.
Go to Origination Configuration > Company and Application Setup > Company Setup.
In the List of Branches, select the required Company name.