Finance, Origination and Credit Platform.
On the EasyLodge® main screen you will find the red bell alert in the black navigation bar.
You will find the main menu on the left hand side of the page where you can filter applications via the status.
By clicking the Originator button on top black navigation bar, it will take you to Start Application.
The EasyLodge® main screen shows the Applications List of information.
You can use the search bar to find a specific application for your platform.
Highlight the applications by hovering over it or open an application by clicking on it.
Use the page, Previous and Next buttons to access more Applications.
This is the decisioning page which will show the products that the loan application has been assessed against.
The results of the credit rules are available here.
You can click on the applicant tab to see the credit rules run against the applicant and the results.
Status(Conditionally approved) can be manually changed by clicking on this bar and selecting a different status.
The buttons at the top of the decisioning page:
Back to Applications List is a quick way to go back.
The Redecision Application will re-run the credit decisioning process for the application.
Use the Email Bank Statements button when applicable. It will show when it is successfully send.
Change the finance application status by clicking on the Change status button.
Use the drop-down to print the current application or the original application as entered. You can also also print the notes for the application.
Original System Documents - any system documents configured will display, such as loan contract.
Use the SMS button to send an update sms.
Use the Email button to Email this page.
Use the Edit button to Edit the information on this page and it can also save and resubmit.
Use the drop-down menu button to select a template.
Create your SMS.
Use the drop-down menu button to select a template.
Create your email.
You can attached unsigned system documents by clicking on the applicable tick box.