- Ability to select which approving officer you would like to send an application to for review (8/12/16)
Select from a drop down of users, which approving officer you would like to send notification to for approval.
- French and Spanish Application (8/5/16)
This feature allows international clients the ability to send out applications in their customers host language. More languages will be available soon.
- If/Then Attribute (8/5/16)
With an If/Then Attribute a follow up question can be asked on your application based on the answer to a prior question.
- Request Administrator Role (7/18/16)
This role segmentation gives Sales Leaders the ability see the flow of applications for their sales teams.
- Custom Review Module (3/01/16)
This module allows credit teams with a complex application review process involving multiple phases or touch points to be implemented. Different users (with segmented access based on user settings) have access to complete fields under Custom Review for their particular phase and can track and monitor when different phases for a particular application close both within the platform and through email notifications (if enabled).