Applications
Application is a key entity in the Brainysoft system that is created when a client expresses a desire to obtain a loan. The application specifies data about the credit product, loan term, and amount. The application is linked to a client and a lead (the lead is created automatically when the application is created). Additionally, the Decision-Making System (DMS) is launched for the application, which may include various client verification checks.
This section contains materials that will help you work effectively with applications in the system:
Guide to Working with Applications in the Brainysoft System A detailed guide describing the process of creating, editing, and managing applications. Here you will find information about application settings, their statuses, and processing stages.
Instruction: Consideration of a Loan Application Step-by-step instructions for reviewing loan applications, including working with the Decision-Making System (DMS) and performing client verification checks.
Instruction for Working with the Loan Calculator A guide to using the loan calculator for calculating payment schedules and loan terms.
This section will be useful for specialists who want to deepen their knowledge of application management functionality.