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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 1 week ago by Mahesh

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 1 week ago by Mahesh

Video Tutorials

CreditSnap Video Tutorials

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

Updated 1 month ago by Admin

Indirect Lending

CreditSnap CreditSnap Support

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

Updated 3 months 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 4 months 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 6 months ago by Admin

Productivity Features

CreditSnap CreditSnap Support

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

Updated 7 months ago by Admin

Legend and Status Definitions

CreditSnap CreditSnap Support

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

Updated 10 months 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

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

Updated 1 year ago by Admin