Origination

Overview

This section covers daily operations during the loan origination process - from application submission through approval or decline.

Key Activities

Activity	Description
Applications	Create and monitor applications
Product Selection	Select and manage credit products for applications
Participants	Work with borrowers, guarantors, collateral providers
Collateral	View and manage collateral during origination
Manual Decisions	Handle exceptions via Launchpad
Documents	Manage application documents
Notifications	View notification history
Covenants Anchored Values	View baseline metrics captured at origination
Notes	Exchange and store notes

Operations Guides

Applications

Create applications, monitor status, and view workflow execution results.

Product Selection

Understand how product selection affects the application process.

Participants

Work with borrowers, guarantors, and other participants.

Collateral

View and manage collateral associated with applications.

Manual Decisions

Use Launchpad to handle Warning Facts and make manual decisions.

Documents

View and manage documents during application processing.

Notifications

View notification history for participants.

Covenants Anchored Values

View anchored metric values captured at loan creation.

Notes

View notes capabilities

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Related Configuration

For setup and configuration of origination features, see:

• Products Setup

• Workflows Setup

• Documents Setup

• Notifications Setup

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For additional support, consult your implementation team.