Documents

Q2 Origination enforces document requirements associated with a loan opportunity, which are based on the type of loan product, the associated collateral, and party types. The documents list for all the types can be rule-based. The Documents checklist is automatically updated when an Application record is created or updated, when a Party record is added to an Application or updated, and when a Collateral record is added to an Application or updated.

Using Document Categories, you can define the minimum document requirements for a loan application. Using the Loan Dashboard, you can then upload documents to meet these requirements or apply an existing, uncategorized document to a document requirement. Similarly, you can view uploaded documents and delete these if needed or upload additional documents throughout the life of the application.