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Back-office / Admin System Access Role Details

CreditSnap CreditSnap Support

The system includes multiple access levels. Refer to the details below to understand each role an...

Updated 3 months ago by Mahesh

Login and Access to Back-office/Admin system

CreditSnap CreditSnap Support

How to access CreditSnap Back-office/Admin system? CreditSnap Back Office/Admin system URL is ...

Updated 9 months ago by Mahesh

Video Tutorials

CreditSnap Video Tutorials

Introduction to Dashboard: Processing Loan Apps: Overview  Creating New Loan...

Updated 11 months ago by Admin

Indirect Lending

CreditSnap CreditSnap Support

Indirect Lending Initial applicaiton from Dealer and instant decision back to Dealer1) Applicati...

Updated 1 year ago by Admin

Offers, Underwriting, Decline Types and Rule Types

CreditSnap CreditSnap Support

Section 1: The 3 Decline Types Every application is first verified for knock out rules before de...

Updated 1 year ago by Admin

Stipulations and how to manage them

CreditSnap CreditSnap Support

Stipulations are a mechanism to manage what next steps are needed AFTER data entry is over but be...

Updated 1 year ago by Admin

Productivity Features

CreditSnap CreditSnap Support

There are several productivity Features within CreditSnap Add a reminder on the applciation A...

Updated 1 year ago by Admin

Legend and Status Definitions

CreditSnap CreditSnap Support

Legend of the different icons used in CreditSnap Status Name Description Relevant fo...

Updated 1 year ago by Admin

Reporting

CreditSnap CreditSnap Support

Standard Reports - Available within admin system under Gear Icon -> Lending Admin (or Deposit A...

Updated 1 year ago by Admin

Dashboard Overview

CreditSnap CreditSnap Support

Once you login, you will land on Dashbaord. Dashboard provdies below capabilities Review list ...

Updated 1 year ago by Admin

Introduction

CreditSnap CreditSnap Support

What is CreditSnap's back office? CreditSnap's back office (BO) is a comprehensive platform tha...

Updated 1 year ago by Admin

Deposit Dashboard - Status Overview

CreditSnap CreditSnap Support

What are the different Application Statuses CreditSnap experience is designed to automatically...

Updated 1 year ago by Admin

Credit Analysis Tab

CreditSnap CreditSnap Support

This is where full manual credit analysis is performed  

Updated 1 year ago by Admin

Trade/Collateral Tab

CreditSnap CreditSnap Support

This tab is visible only IF 1) It is a Refinance Loan OR it is a Consolidation Loans OR it is a B...

Updated 1 year ago by Admin

CrossSell Tab

CreditSnap CreditSnap Support

Cross Sell Tab The cross sell tab comes into play when you also have the lending platform and ...

Updated 1 year ago by Admin

Core Tab

CreditSnap CreditSnap Support

Core Tab When to use Push to Core? The core tab allows you to manually push the application t...

Updated 1 year ago by Admin

Documents Tab

CreditSnap CreditSnap Support

Documents Tab  This tab presents a large amount of details and comes with a lot of functionali...

Updated 1 year ago by Admin

Credit Report Tab

CreditSnap CreditSnap Support

Credit Report Tab This is where you will find the full credit report.  If it is an individual (s...

Updated 1 year ago by Admin

Terms tab

CreditSnap CreditSnap Support

This tab displays the account types the customer has already selected.  What is the Regenera...

Updated 1 year ago by Admin

Applicant / Borrower Tab

CreditSnap CreditSnap Support

You will find this tab referred to as "Borrower" tab in a Loan Application, and an "Applicant" ta...

Updated 1 year ago by Admin