Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

The [Application forms] section

The [Application forms] section is designed for storing information about deal participants mentioned in the applications. Use this section to view and edit detailed information that the deal participants submitted along with the application. This information is essential for loan processing.

By default, the section is available only in the [Supervisor] workspace.

Note

Filling out in an application forms when creating an application for a bank product is covered in a separate article. Read more >>> 

Contents

The application form page

Name of the deal participant.

Application profile

The [General] tab

The [Additionally] tab

The [Addresses] tab

The [Employment] tab

The [Finances] tab

The [Documents] tab

The [Feed] tab

See also

The [Applications] section

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