This article will provide steps for system admins to set loan task types. How to manage tasks on a file level and what the consumer sees through the POS.
Steps for system admins to create loan task types at the company level.
Video Tutorial: Loan Task Types
Steps to assign a task to the borrower for users on the Loan Level.
Video Tutorial: Assign tasks to consumer
Below is a guide and video on what the borrower will see when they go into the POS to complete and upload documents to assigned tasks.
Video Tutorial: Borrower document upload point-of-view
Below is a Guide and video on how a user can Approve or Reject a document on the loan level.
Video Tutorial: Approve or Reject