When processing an application, users have two options available for completing the application: Workflow and selecting Screens manually. Upon creating a new application, the first Screen of the Workflow appears to the user. This screen typically belongs to the Origination stage and can vary according to the configuration of the Sub-Product’s assigned Workflow Model.

The screens assigned to the Origination stage may include, but are not limited to the following:

• Applicants
• Account Products
• Authorized User Information
• References
• Pulling Credit
• Assets
• Liabilities
• Loan Terms
• Application Collateral

Additional screens that pertain to connectors, such as collateral protection insurance providers, may also be included in the origination processes.

The appearance and content of screens and panels can vary according to the screen configuration. The screen shots provided in this section are examples only and may not be representative of what your institution is using.

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