- Collecting Documentation and Collateral for a Loan Application
- Collecting Documentation and Collateral for a Loan Application
- Use the
- My Tasks
- page to view all loan applications on which you have to act.
- The
- My Tasks
- page automatically opens after you log into Oracle Business Process Management Workspace.
- Select the loan application task you want to attach documentation to.
- Click the task to open it in the
- Task Details
- section. Double-click the task to open in a new window. In this example, you will double-click the task.
- You have completed the
- Collecting Documentation and Collateral for a Loan Application
- topic.
- First, determine the documentation to collect.
- Next, upload copies of the documents.
- Next, obtain information about applicant collateral if the loan product is Secured Personal Loan.
- Note:
- All fields with an
- Asterisk
- (*) are required.
- Use the
- Submit
- button to submit the loan application for further processing.
- Use the
- Collect Documentation
- page to collect documentation and collateral information for a loan application.
- This is an example of a documentation checklist.
- After reviewing the list of needed documents, return to the
- Collect Documentation
- page.
- Use the
- Documents
- tab to view and upload applicant documents.
- Use the
- Add Attachment
- dialog box to specify the file to upload.
- The license copy is uploaded. To view it again, click the link.
- Use the same steps to upload all the required documents.
- Use the
- Collateral
- tab to enter applicant collateral information.
- Use the
- Browse
- button to access and upload a file from your computer. In this example, a file has already been uploaded for you.
- Original Path
- Viewing documentation checklist
- Adding applicant documentation
- Adding applicant collateral information
- Task
- View Checklist
- Documents
- Add
- Title
- Title
- Type
- Driving License
- Status
- Received
- Requested Date
- Requested Date
- Received Date
- Received Date
- Upload File
- OK
- Collateral
- Add
- Type
- Automobile
- Sub Type
- Car
- Description
- Description
- Value
- Value
- Ownership Type
- Individual
- Submit
- Add
- As a loan processor, you receive a loan application from a loan officer, determine and collect needed documents, and collect collateral information if the loan type is a secured personal loan.
- In this topic, you will collect documentation and collateral information for a loan application.