Manage the loan-related documents of your loan applicants by setting up a structured and
compliant document management system. This system includes document checklist items, document
types, document categories, and document category document types.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Set Up Document Checklist Items for Loan Origination Streamline the document approval process by verifying the documents in the Document Checklist Items against data from Applicant, Application Form, and Party Profile and their related records.
Set Up Document Types for Loan Origination Define the specific types of documents needed from your loan applicants so that you can ensure consistency across loan applications.
Set Up Document Type Document Category for Loan Origination Establish the relationship between loan-related document types and document categories by linking specific document types with their respective document categories. For example, associate the Aadhaar Card and Driving License document types with the Proof of Address and Proof of Identity document categories. Or associate the Bank Statement and Salary Slip document types with the Proof of Income document category.
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