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What is CreditSnap's back office? CreditSnap's back office (BO) is a comprehensive platform that provides the financial institutions staff support for various back-office functions, including account opening, loan origination, underwriting, and servicing etc...

How to access CreditSnap Back-office/Admin system? CreditSnap Back Office/Admin system URL is unique for your Organization It usually will be something like https://abc.creditsnap.com,  where abc would be your organization name. Please contact your inter...

Once you login, you will land on Dashbaord. Dashboard provdies below capabilities Review list of applications Search and Filter Applications Switch between Lending and Deposit using the toggle at the right top (if you have permissions to view both Lending...

How to filter through the applications in your dashboard? To filter applicaitons to find what you are looking for, two filters are available - simple and advanced. Simple Filter Options - You can filter using inputs such as - First Name, Last Name, Contact N...

There are several productivity Features within CreditSnap Add a reminder on the applciation Assign an applicaiton to self or someone else Add Notes Withdraw an application Queue Management Lock an application Mark an application Complete Send App Onl...

What are the different Application Statuses CreditSnap experience is designed to automatically allow applicant through the different stages of the applicaiton. Each stage of the deposit applicaiton process is represneted by one icon.  An application needs y...

Application Dashboard Once you click on the Edit Application icon (Pencil Icon) on the far left of each application - you will be taken inside an individual application. Here you will get a complete in depth look at this application. As the application dash...

CreditSnap Tracking overview: CreditSnap supports two tracking parameters: referralCode (to be used at campaign level) subID (to be used at lead level) usage exaple: https://apply.creditsnap.com/product/PP?referralCode=google-ads&subId=acb-dkls1-78sh...

You will find this tab referred to as "Borrower" tab in a Loan Application, and an "Applicant" tab in a Deposit application  Applicant/Borrower Tab This tab, as the name suggests, is the main tab for applicant and primary application information.  Top Hal...

This tab displays the account types the customer has already selected.  What is the Regenerate Terms Button? The regenerate terms button enables you to regenerate the terms presented to the customer. This is usually applicable when you are creating an ...

Credit Report Tab This is where you will find the full credit report.  If it is an individual (single applicant) application, you will just see one primary tab and the credit report for the primary. In case there is a coapplicant, you will see a second tab ri...

Documents Tab  This tab presents a large amount of details and comes with a lot of functionality. In this tab we have a complete record of all the reports returned from our integrations as well as consent documents etc, such as: OFAC Report O...

Core Tab When to use Push to Core? The core tab allows you to manually push the application to core using the push to core button and is applicable in the below scenarios: In scenarios where the user completes  ID verification successfully but the Cor...

Cross Sell Tab The cross sell tab comes into play when you also have the lending platform and cross sells setup with CreditSnap. This tab will display the cross sell offers for loans the user has selected if they do so. It will remain blank if no selections...

This tab is visible only IF 1) It is a Refinance Loan OR it is a Consolidation Loans OR it is a Balance Transfer Credit Card (or) 2) It is a vehicle loan. Trade Line Selection Tradeline selection is only avialbale on a Refinance Loan OR it is a Consolidati...

This is where full manual credit analysis is performed  

Legend of the different icons used in CreditSnap Status Name Description Relevant for Lending? Relevant for Deposits? All Stips Cleared All the stipulations on the application are cleared, and application ready to move to next step. Example...

Introduction to Dashboard: Processing Loan Apps: Overview  Creating New Loan App Credit Report overview Admin Options Employee Admin Product Admin (rates, policy etc)

Standard Reports - Available within admin system under Gear Icon -> Lending Admin (or Deposit Admin) -> Reports Data downloads for adhoc analysis - A very large dataset is available within admin system for download, allowing product owners to conduct variou...

Stipulations are a mechanism to manage what next steps are needed AFTER data entry is over but before an application becomes eligible for agreements. In other words, Stipulations are the "verifications" an application has to go through before it is ready for a...