- Collect Documentation from Applicant
- Collect Documentation from Applicant
- 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
- Collect Documentation from Applicant
- topic.
- Next, upload copies of the documents.
- Note:
- All fields with an
- Asterisk
- (*) are required.
- In this example, the rest of the details have been completed for you.
- Use the
- Submit
- button to submit the loan application for further processing.
- Use the
- Collect documentation from
- applicant
- for loan application
- number
- page to collect documentation and collateral information for a loan application.
- Use the
- Collateral
- tab to enter business and applicant collateral information.
- To add documents:
- 1. Click
- Add.
- 2. Complete the fields as necessary.
- In this example, all necessary documentation has been added.
- Use the
- Documents
- tab to view and upload applicant documents.
- First, determine the documentation to collect.
- This is an example of a documentation checklist.
- After reviewing the list of needed documents, return to the
- Collect documentation from
- applicant
- for loan application
- number
- page.
- Original Path
- Viewing documentation checklist
- Task
- Documents
- Collateral
- Add
- Type
- Automobile
- Sub Type
- Car
- Value
- Value
- Save
- Submit
- View Checklist
- 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.