Origination Configuration

Company setup

• Company setup
• Setting up a location
• Setting up and viewing a company

Broker commission

• Broker commission
• Broker account and the levels of hierarchy
• Type of broker commissions
• Configure broker commission
• Configure conversion mapping header

Vendor Setup

• Vendor program
• Vendor points setup

Conversion Setup

• Conversion setup
• Setting up application to contract mapping

Insurance Setup

• Insurance setup

Financial Spreading Setup

• Financial spreading setup
• Financial spread configuration
• Financial statement template configuration
• Financial statement summary configuration
• Auto spreading mapping configuration

Credit Setup

• Credit setup
• Setting up the credit rating matrix
• Setting up Yodlee transaction categorization
• Reason codes setup
• Covenant definition setup

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Loan Pricing Setup

• Loan pricing
• Loan fees setup
• Floating rate index

Rate Cards Configuration

• Rate cards configuration
• Additional determining factors setup

Lease Pricing Setup

• Lease pricing setup
• Create a fee definition
• Create a fee set
• Fee set assignment
• Assign fee set to a lease product

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Policy Condition Setup

• Policy condition setup
• Define policy condition
• Enhanced policy condition

Application Setup...

• Application setup
• Legal entity setup
• Party type setup
• CL product setup
• CL purpose setup

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Dashboard Setup

• Dashboard setup
• Configuring a stage
• Rule-based queue assignment
• Configuring a task template
• Configuring product department task association

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