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LP
Lin Park
Senior Officer - Charlotte
New loan

New loan

application intake - offer build - required documents - approval evidence

Demo dataOnboardingUnderwriting
Drafts today
0
1 ready for offer
Eligibility engine
2
Installment loan default fallback
Document gaps
1
20 required settings
Policy checks
4
onboarding route active
Staff application intake
creates customer, application, onboarding tasks, underwriting case, audit, and evidence
idle
Ready for staff intake.
Applicant
Address
Banking
Employment
Requested amount
Applicant-facing intake captures the requested amount. Backend eligibility chooses eligible products and the recommended offer from tenant loan-type rules.
Internal product override
Use only for staff testing or exception handling. Normal borrower/staff intake should leave product selection to eligibility.
ApplicationApplicantStatusAmountRequiredSignals
APP-58044
Marcus Reyes
Charlotte - staff - Lin Park
offer ready$1,000.009/12
2 signalsincome_letter_needed, bank_verified
APP-57702
Renata Volkov
Sunridge - borrower_portal - Unassigned
kyc review$400.008/12
2 signalsphone_match, bank_verify_required
Applicant evidence history
intake, document requests, borrower uploads, staff uploads, stipulations, and review actions
3
audit event
Application intake captured
Marcus Reyes - APP-58044 - Applicant intake state offer_ready
origination/APP-58044/evidence/intake.json
Apr 3, 2026, 8:58 AM
Lin Park
document request
Document request opened
Marcus Reyes - APP-58044 - Income verification requested
origination/APP-58044/document-requests/income-verification.json
May 4, 2026, 9:05 AM
uploaded
workflow action
document request accept
Marcus Reyes - APP-58044 - Operator reviewed applicant income evidence.
origination/APP-58044/document-requests/income-verification/accept.json
May 4, 2026, 9:22 AM
Lin Park
Loan type eligibility settings
tenant loan types drive backend eligibility and offer recommendations
Installment loanactive
$100-$1,000 - 180d - APR 699.00% - underwriting required
Short-term loandraft
$50-$1,000 - 30d - APR 699.00% - underwriting required
Required-field matrix
lead profile short_app - duplicate window 30d
SSN last four
personal.ssn_last4
pii
Full Social Security number
identity.full_ssn
restricted
Primary phone
contact.phone
pii
Mobile phone
contact.mobile_phone
pii
City
address.city
pii
State
address.state
pii
ZIP code
address.postal_code
pii
Bank
banking.bank_name
financial
Routing number
banking.routing_number
financial
Bank account number
banking.account_number
financial
Bank account type
banking.account_type
financial
Employer
employment.employer_name
restricted
Employer tenure
employment.tenure_months
restricted
Pay frequency
employment.pay_frequency
restricted
Self-reported income
employment.self_reported_income
restricted
Income evidence
employment.income_evidence
confidential
Primary reference phone
references.primary_reference_phone
pii
Security type
collateral.security_type
internal
Lead source
lead.source
internal
Customer site MFA
customer_site.password_mfa
restricted