Allow customers and agents to upload documents such as proof of address, income,
employment, and photographs during the application intake process. Underwriters and dealers can
review the uploaded documents for applicant identity verification, due dilgence, and a faster
approval process.
Required Editions
| Available in: Enterprise, Unlimited, and
Developer Editions.
|
- Create Document Types for Vehicle and Asset Lending
During the lending intake process, applicants submit various documents for verification and for assessment by the underwriters. Organize these documents by creating document types and categories. For example, associate the document types Driving License with the Proof of Address category, or associate the document types Bank Statements and Salary Slips with the Proof of Income document category.
- Map Document Types to Applicants for Vehicle and Asset Lending
Create a decision matrix to map document types to the different types of applicants for a vehicle loan or lease application. The decision matrix determines the types of document types that applicants are required to upload during the intake process. For example, map driving license and bank statements to primary applicants and co-applicants for a vehicle loan.
