Origination Rights
Last updated
Last updated
The screenshot below depicts the User Rights in the Origination Menu.
Ticking /unticking these rights will govern what the user (that belongs to this role) can and cannot do with regards to Loan Origination
Issue stand-alone loan quotation
Allows users to generate loan quotations without initiating the full loan application process.
Create loan when face-to-face with client
Enables users to create loans directly within the system during in-person client meetings.
Create loan from online application
Grants users the ability to process loan applications submitted online by clients.
Create loan for future payout date
Allows users to create loans with a scheduled payout date at a future time.
Evaluate and approve or decline loan
Empowers users to assess loan applications, make approval/decline decisions, and potentially adjust loan parameters.
Process repayment and payout of loan
Grants users the right to proceed with the Payout Workflow
Change preset payout method on payout
Allows users to modify the predetermined payout method on a loan during the disbursement process (if applicable).
Reattempt unconfirmed electronic loan payout
Enables users to retry failed electronic loan payouts.
Reverse paid out loan during cooling-off period
Grants users the ability to reverse a loan payout if it occurs within the client's cooling-off period (as defined by regulations).
Bulk cancel incomplete expired loans
Allows users to cancel a group of incomplete loan applications that have exceeded the expiration time limit.
