Make sure that a loan applicant’s data is transparently collected, processed, and used in
compliance with data protection regulations. Define the purpose of data use and obtain explicit
consent through authorization forms and authorization form texts.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Create Data Use Purposes for Loan Products Define the purpose for collecting an applicant’s data in a loan application. Create data use purpose records to make sure that the applicant’s data is used transparently throughout the loan origination process.
Create Authorization Form Text Records for Loan Products Standardize the language used in authorization forms by using authorization form text. Make sure to state disclosures clearly so that applicants can easily understand and agree to the loan terms.
Determine the Relevant Authorization Form Text to Show in a Loan Application Set up a decision matrix and then update an Omniscript to automate the process of retrieving and showing relevant authorization form language in a loan application based on the Application Form Product selected by the loan applicant.
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