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            Underwriter Console for Digital Lending

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            Underwriter Console for Digital Lending

            Use Underwriter Console to give underwriters easy access to the loan application details so that they can make informed decisions. Underwriters can get a consolidated view of a submitted loan application on the application form product record page. Users view and edit assets, liabilities, and collateral details, assign action items, confirm pricing, verify integration results, such as Know Your Customer and credit checks, and approve or reject an application.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            The Underwriter Console is configured with FlexCards that enable underwriters to review and verify a loan application and supporting documentation, define loan terms, customize an offer, and complete the stages of a loan application.

            Here are the FlexCards and components included in the Underwriter Console:

            • DigitalLendingApplicantDetailCard: Shows the basic application details related to the applicant.
            • DigitalLendingApplicantProfileCard: Shows a summary of the details that the applicant provides during the intake process.
            • DigitalLendingOfferDetailCard: Shows the offers that are presented to the applicant. Indicates the offer selected by the applicant. The underwriter can create a proposal or clone a proposal.
            • DigitalLendingSellerItemDetails: Shows a summary of the loan product that the applicant is applying for.
            • DigitalLendingLoanDocuments: Shows a list of the loan documents uploaded by the applicant.
            • Related tab: Shows the miscellaneous records relevant to the application.
            • Action Items: Enables an underwriter to assign to an applicant or another underwriter a task, such as review the offer or update documents.
             
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