Allow Teams to Automatically Approve Loan Application Documents

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Among these settings, you'll have access to allow teams to automatically approve loan application documents.

How to Set Up

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

Navigate to Company Settings and then Apply Now Settings:

Scroll down to Apply Now General Settings and select the option to Edit Apply Now General Settings:

Select the option LO Teams can automatically approve loan application documents. Make sure you select Save to confirm the change:

Success! LO teams can now select which documents they'd like to automatically approve and move to the 'Docs Accepted'.