5. Setting Up a Decision-Making System and Reviewing a Loan Application

An important aspect of organization implementation is setting up the loan application decision-making process.

The Decision-Making System (hereinafter DMS) is a step-by-step verification of the borrower based on specific parameters.

With the help of DMS, automatic issuance can be performed without the involvement of company employees

To set up DMS, you need to review the documentation and video instructions:

1. Setting Up the Decision-Making System

2. Webinar on "Customer Verification Through External Systems"

3. Webinar on "Setting Up the Decision-Making System in the Brainysoft Credit Pipeline"

4. Video instruction

After setting up the DMS and selecting the application intake channel, all created applications will be reviewed according to the specified DMS.

This article provides detailed information on reviewing a loan application

There is also a video instruction "Reviewing Loan Applications"

The next stage of implementation can be viewed here