CreditSnap
CreditSnap Support
Introduction
What is CreditSnap's back office? CreditSnap's back office (BO) is a comprehensive platform tha...
Login and Access to Back-office/Admin system
How to access CreditSnap Back-office/Admin system? CreditSnap Back Office/Admin system URL is ...
Dashboard Overview
Once you login, you will land on Dashbaord. Dashboard provdies below capabilities Review list ...
Productivity Features
There are several productivity Features within CreditSnap Add a reminder on the applciation A...
Stipulations and how to manage them
Stipulations are a mechanism to manage what next steps are needed AFTER data entry is over but be...
How to Filter Applications & Options
How to filter through the applications in your dashboard? To filter applicaitons to find what yo...
Deposit Dashboard - Status Overview
What are the different Application Statuses CreditSnap experience is designed to automatically...
Inside Application, overview of the tabs
Application Dashboard Once you click on the Edit Application icon (Pencil Icon) on the far lef...
Reporting, Tracking and more
CreditSnap Tracking overview: CreditSnap supports two tracking parameters: referralCode (to...
Applicant / Borrower Tab
You will find this tab referred to as "Borrower" tab in a Loan Application, and an "Applicant" ta...
Terms tab
This tab displays the account types the customer has already selected. What is the Regenera...
Credit Report Tab
Credit Report Tab This is where you will find the full credit report. If it is an individual (s...
Documents Tab
Documents Tab This tab presents a large amount of details and comes with a lot of functionali...
Core Tab
Core Tab When to use Push to Core? The core tab allows you to manually push the application t...
CrossSell Tab
Cross Sell Tab The cross sell tab comes into play when you also have the lending platform and ...
Trade/Collateral Tab
This tab is visible only IF 1) It is a Refinance Loan OR it is a Consolidation Loans OR it is a B...
Credit Analysis Tab
This is where full manual credit analysis is performed
Legend and Status Definitions
Legend of the different icons used in CreditSnap Status Name Description Relevant fo...
Reporting
Standard Reports - Available within admin system under Gear Icon -> Lending Admin (or Deposit A...
Offers, Underwriting, Decline Types and Rule Types
Section 1: The 3 Decline Types Every application is first verified for knock out rules before de...
Indirect Lending
Indirect Lending Initial applicaiton from Dealer and instant decision back to Dealer1) Applicati...
Back-office / Admin System Access Role Details
The system includes multiple access levels. Refer to the details below to understand each role an...