Credit Application

Collect only what the lender needs and tell the customer why.

• Applicant identity
• Housing and employment
• Consent before submit

Keep the message short. One next step is easier to follow than a full recap.

A second applicant gets their own link and their own notices.

• Send the co-applicant link
• Wait for their section to complete
• Confirm both profiles on the deal

Keep the message short. One next step is easier to follow than a full recap.

Approved, conditioned, and declined each need a different next step.

• Open the decision notice
• Tell the customer what changed
• Update the desk if the structure changed

Keep the message short. One next step is easier to follow than a full recap.

Documents and signatures follow the decision, not the other way around.

• Request missing documents
• Start the signing session
• Confirm the session completed

Keep the message short. One next step is easier to follow than a full recap.