Allows you to verify and input all the details captured for draft proposal captured in various data segment such as Client name, Loan Amount, currency, tenor, Company profile, Collateral requirements, fee and charges details, also with interest details. The details captured in various data segment...
Once the application process begins, the responsibility for ongoing communication with the bank transitions to you. You will need to supply any further information or documentation they request. Our role at this stage is advisory, due to banking regulations that limit third-party involvement in the...
Under ICOBS 4.1.4, introducers whose contact with a customer is limited to effecting introductions are exempted from the full requirements of Status Disclosure. However, if they go further by advising the customer on a particular policy or become involved in entering into commercial arrangements wit...
However this can be modified to suite the Bank's requirements.The list of stages pre-defined for the In-principle Approval are:Application Entry Application Enrichment Verification Credit Appraisal Draft Approval Customer Acceptance BPMN process will drive the flow from one stage to another ...