Origination Configuration
Origination Configuration
Company setup
Broker commission
Vendor Setup
Conversion Setup
Insurance Setup
Financial Spreading Setup
Credit Setup
- Credit setup
- Setting up a rule
- Setting up the credit rating matrix
- Setting up Yodlee transaction categorization
- Reason codes setup
Scorecards
- Scorecards
- Rule-based scorecard setup
- Scorecard setup
- Define a default scorecard
- Defining and executing scorecard criteria
Loan Pricing Setup
Rate Card
Lease Pricing Setup
- Lease pricing setup
- Create a fee definition
- Create a fee set
- Fee set assignment
- Assign fee set to a lease product
Policy Condition Setup
Application Setup...
Dashboard Setup
- Dashboard setup
- Configuring a stage
- Rule-based queue assignment
- Configuring a task template
- Configuring product department task association