Processing Applications (End User)

After the application information is captured in Managing Application Information (End User) and Creating Small Business Loan Applications (End User) and submitted, the processing agent or underwriter might perform any of the tasks described in the following topics to process an application:

• Viewing Assigned Applications

• Assessing Applications

• Ordering and Viewing Reports

• Viewing Decisions on Applications

• Capturing Regulation C Compliance Information

• Adding Closing Activities

• Creating and Modifying Trailing Documents

• Creating Notes About Applications

  Note: Typically, end users would click the Next button to move between views, and process the application. To create an application view navigation, a Siebel administrator would want to create a view navigation for processing an application. For more information on setting up an application view workflow, see Setting Up Application View Navigation.