Using Draft Mode for Loan Approval Process

Christian McEwan



Do your loans go through an extensive approval process prior to booking? Do they require several “set of eyes” with a strong audit trail?

This webinar demonstrates how to begin the loan approval process by setting up the loan in “draft” mode. Changes can be tracked and when the contracts are finalized, a user can “request approval,” and if granted, the loan will be become booked and active.

A similar process can be initiated to approve a modification to a loan and to approve a particular transaction type (for example, a loan advance over a certain dollar amount).

Last Modified: January 14, 2020

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