Town & Country Federal Credit UnionUser guide

Open the sandbox

The guide

Application intake
1. 1How an application reaches you4
2. 2Where your work lives20
Underwriting
Funding
1. 8Tasks, documents and emails16
After the decision
1. 9What the file went through4

Reference

Applications queue
Queue filters
Application
Decision page
Notes
Credit bureau
Debts
Status dropdown
Decline reasons
Tasks
Contract
Documents
Email notifications
Decision history
Automation log

Reference

Tasks

Not written yet

Tasks summary

Tasks summary

Tasks summary

A task opened

A task opened

A task opened

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