User Guide

Preface

• Preface

Change Record

• Change Record
• April 2024 release (4.5000)
• December 2023 release (4.4001)
• August 2023 release (4.3001)
• Spring 2023 release (4.2008)

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Introduction

• Introduction
• Q2 Products
• Key Flows in Q2 Origination

Customer Profiles

• Customer Profiles
• Create Accounts
• Create Contacts

Build your Launchpad

• Build your Launchpad
• Application List View
• Appraisal Administration
• Approval Dashboard
• Questionnaire Configuration

Prospect

• Prospect
• Quick Quotes
• Qualification

Application Creation

• Application Creation
• Create a consumer line of credit application
• Create a commercial line of credit
• Create a Commercial Lease Application
• Create a Commercial Loan Application

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Clone Applications

• Clone Applications

Loan Dashboard

• Loan Dashboard

Regulatory Compliance

• Regulatory Compliance

Contract Maintenance

• Contract Maintenance
• Perform Annual Review
• Renew a Loan

Deal Flow and Deal Room

• Deal Flow and Deal Room
• Create the Deal Flow
• Create the Deal Room

Multiple Address Support

• Multiple Address Support

Organization and Collaboration

• Organization and Collaboration
• Reports and Dashboards

Lease Dashboard

• Lease Dashboard
• Equipment
• Lease

Credit Facility

• Credit Facility
• Drawdown Terms

Glossary

• Glossary