Overview

Product Description 

Simple yet powerful solution for commercial banks application that streamlines the loan request process from end customer to underwriting team.

With a user-friendly interface, the front desk can easily collect and validate customer data, ensuring accuracy and completeness.

The comprehensive set of validation rules helps to minimize errors and expedite the loan approval process.

Our complete workflow facilitates seamless collaboration between the front desk and underwriting team, ensuring a quick turnaround time for loan approvals. 

A colour-significant dashboard will ensure quick decision making

Support

If you have any issues, please reach out to our support team at support@tocndix.com

Documentation

Typical usage scenario

An physical or online bank that wants to expose quickly its sales staff to collect loan request 

They can quickly onboard this app and after configuration Workflow needs then to be reviewed to address the specificities

Finally every implementation will require a specific setup of the API to invoke to send to Underwriting process 

Features and limitations

• Data collection 
• Client Onboarding process
• Multi type of loan types
• Underwritting process

Dependencies

• Mendix MX Reflection Module
• Mx Excel Import Module
• MX Email management module
• Mx Gantt Module