View the Loan Application Details in the Underwriter Console
The Underwriter Console provides a streamlined view of the loan application details without switching between tools.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To set up Digital Lending: | Digital Lending permission set |
| To use the Underwriter Console: | Digital Lending Workbench permission |
It’s time-consuming for an underwriter to use different tools to analyze an applicant’s credit history, verify income, submit supporting documentation, and gather personal data to determine if they qualify for a loan. Underwriter Console shows all these details in a single view, helping the underwriter save time and approve applications faster.
- In the App Launcher, find and select Digital Lending, and then select Application Form Products.
-
To view the application details related to the applicant, click Applicant
Details.
You can modify the details by clicking Edit.
-
To view a summary of the details that the applicant provided during the loan intake
process, Click Applicant Profile.
You can add, edit, or delete applicant details related to Know Your Customer, credit profile, employment, income, expenses, assets, and liabilities.
-
To view the loan offers presented to the applicant, click
Proposal.
You can select a different loan offer or create a loan offer.
-
To view the loan products that the applicant is applying for, click Seller
Item.
You can update the product that the applicant is applying for by clicking Edit.
-
To view the list of loan documents uploaded by the applicant, click Loan
Documents.
To download and view a document, click a document link.
- To view the additional records related to the application, click Related.
-
In the Action Items component, assign a task to an applicant or another underwriter.
- Select a task type.
- Select an assignee.
- Enter a subject and description.
- Select a due date.
-
Click Submit Action Item.
The assignee receives an email notification for the action item.
Did this article solve your issue?
Let us know so we can improve!
