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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Cory Warden
Created Date/Time: 10/11/2021 12:26 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 8334
Template/Type: Brandon Time
Title/Caption: Brandon and Cory LOS
Start Date/Time: 10/20/2021 3:00 pm
End Date/Time: 10/20/2021 4:00 pm
Main Status: Active

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Notes:

Looking into a loan origination process for a finance company. They provided us with some general flow and a wish list. Cory and I were going over their specs and requests and making a plan. It will include a password protected area, a simple customer search via name or email (or both). If we don't find a customer, they can add them. If we do, they could verify info and edit information. We talked about some possible image or media/content uploads, server-side validation, database entries, and populating specific forms and then saving them. That's the rough request of what they want.

They can already do this whole process from inside of adilas, but this new process would be somewhat public facing so that their dealers could quickly enter the information and upload the correct pieces to get approval for loans and deals. Custom mini process.