***This feature requires the user to have Admin permissions/rights***
You may access the Admin panel by clicking the "Dashboard Quick Menu" icon
to reveal the "Settings" option as shown below:
Loan Cirrus allows for uploading, storing and generating/creating different types of documents, in an effort to manage and track the documents associated with the loan application process electronically. This component is accessible by clicking
from the top navigational pane of the admin panel or by clicking
from the dashboard icons displayed. This will render the screen below, displaying all the functions available within the documents management component.
INPUT DOCUMENTS
The Input documents module allows the user to define the types of documents a client should submit for each loan product (e.g. Proof of Address, Job Letter etc). This is done by clicking the
tab on the Documents Management page, then the
tab under document types.
Type: Key in the document type in the input field provided.
Required Products: Select the loan products that require submission of this document type from the options provided. Multiple loan products may be added for each input document type.
Click
to complete the process. The Input documents table will be updated accordingly with the options to edit
and
delete same.
When the edit option is selected the information for the desired input document will be presented in editable format. Click
to save the changes made or
to cancel this action.
OUTPUT DOCUMENTS
The Output documents module allows the user to define and create the types of documents that are generated for each loan product throughout the loan application process (e.g. Promissory Notes, Commitment letters etc). This is done by clicking the
tab on the Documents Management page, then the
tab under document types.
Name: Key in the document name in the input field provided.
Required for All Loans: Select Yes/No. Selecting Yes indicates that it is mandatory that the output document be generated for ALL loan products.
Click
to complete the process. The Output documents table will be updated accordingly with the options below
When the edit option is selected the information for the desired output document will be presented in editable format. Click
to save the changes made or
to cancel this action.
