Internal Loan Programs

Manage multiple lender or investor overlays & guidelines

A loan program can be flagged as an "Internal" Loan program, which can be used to manage & store your back-end capital sources or investors (aka investor overlays)... which only displays for back-office employees. You will be able to set unique form fields for the quick or full app, workflow steps & required docs for internal loan programs. This is a very powerful feature to make your system VERY smart.


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Example Scenario

You offer a popular loan program that has several investors on the back end. Each investor has some unique guidelines, required fields, or certain unique docs needed. Once you know which investor to use, select the internal loan program inside the loan file, and now the additional fields, workflow steps, required docs and guideline warnings will kick in & overlay on top of your base system settings!