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Set Up Document Checklist Items for Loan Origination

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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.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To assign permission sets:

System Administrator

AND

Document Checklist Item
To update page layouts.

Customize Application

AND

Financial Services Cloud Standard OR Financial Services Cloud Extension OR FSC Sales OR FSC Service OR FSC Sales and Service
  1. To give your users access to the document checklist items, assign the document checklist permission set.
  2. Update the page layouts of Applicant, Application Form, and Party Profile and their related records.
    Add the Document Checklist Items component to the related list section on the page layouts of Applicant, Application Form, and Party Profile and its related records.

See Also

 
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