September 28, 2020 Update

Features/Enhancements:

1. Credit users can now use Portfolios and Application Types to filter reports.

To configure this setting:

• Navigate to Account Settings > Organization > Operations Mgt. > Edit > Requests on Existing Accounts Only/Job Sheet Only-Work Queue Method: Portfolio-Manager

To view a report and filter by portfolio:

• Navigate to Reports > Select Report Type > Filter by Portfolio > Prepare Report > View & Download Detail Report > Generate Report > Click Here > Download

2. Credit users utilizing Pre-Approval framework can now require manual assignment of Reviewing Officers.

To configure this setting:

• Navigate to Account Settings > Credit Policy > Approval Policy > Direct Assignment Only: YES > Pre-Approval Review Active: YES > Pre-Approval Direct Assignment Only: YES

  • Then, navigate to User Admin > Select Credit User > Edit Approval > Review Authority: YES > Select Review Level

To directly assign review officer:

• Select REQ > Credit Decision > Setup Approval > Select Review Officer

3. Company Name and Account # have both been added to the App Links Sent Report.

To View App Links Sent Report:

• Navigate to Reports > App Links Sent > Prepare Report > View & Download Detail Report > Generate Report > Click Here > Download