When processing an application, various users might work on the application to complete different tasks. A data entry person might complete the Application Entry screen before an underwriter works on the application using the Applications screen. Later, another user might use the Applications screen to fund the application.

The application processing workflow facilitates the movement of the application from one person to another with queues. Queues create a work section of accounts waiting for a particular and common task to be performed, such as application entry or verification. The system’s powerful queuing module automates this otherwise manual process.

In the Queues setup screen, you can setup and manage workflow and work assignments on a daily basis to ensure that all applications are in the queues of the appropriate users at all times.

Any time an application’s status is changed, the system checks whether the application is in the right queue.

The system will sort queues based on an application’s status and sub status.

• Origination Tab
  
• User Groups Tab