Create Authorization Form Records for Loan Products

Obtain explicit consent from a loan applicant to collect and use their personal data.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

From the App Launcher, find and select Authorization Form.
Click New and enter the authorization form details.
1. Enter a name for the authorization form record for the home loan product.
  For example, enter Disclose Authorization Form for Home Loan.
2. In Default Auth Form Text, select the authorization form text record that you created for the home loan product.
  See Create Authorization Form Text Records for Loan Products
3. Save your changes.
Similarly, create an authorization form record for the other loan products for which you must obtain the applicant’s consent.
For example, to obtain an applicant’s consent for a personal loan and an auto loan, create authorization form records for these loan products.