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 [Applications] section

The [Applications] section is used to process and store applications for your products. All actions required to close the deal are performed in this section. Here, you can manage customer applications, view the application history, general information about customers and selected products.

Views

The section has several views:

  • btn_com_list_view.png – a list of applications. displays applications as a list of records. All list columns are described below in the context of the application page.

  • btn_com_analytics.png – application analytics. displays various indicators used application analysis.

Contents

How to work with applications

How to create an application

How to fill in deal participant application form

How to process an application

How to configure validation actions

Application page

Borrower profile

Application profile

The [Selected product] tab

The [Participants and documents] tab

The [Decision] tab

The [History] tab

The [Attachments and notes] tab

The [Feed] tab

See also

The [Application forms] section

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