Description:
From within the loan, a loan officer or team member can request tasks of a borrower. These can include authorization documents such as e-consent and credit depending on the company's setup. Below shows how these can be requested.
Web:
- From the loan page select the tasks tab.
- Select 'create new task' and choose the desired authorization document to send
- Once selected the task will appear on the borrower's list and a green success box will show on screen.
- Tasks must be requested for each borrower individually.
Mobile:
- From the loan select the "Task" section and "add new task"
- Choose the desired authorization document and continue this process as needed.
Troubleshooting:
If you do not see the option to request authorization documents from within nCino, this means the feature is not enabled for your company. If you are a loan officer please refer to your internal company admin to discuss. If you are a company admin please reach out to support so we can ensure the following settings are on as needed: