1. Loan Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Cross/Up Sell Activities tab
  4. Create Simple Application

4.18.2 Create Simple Application

You can use the call activity data and directly initiate the Loan Origination process from Cross/Up Sell Activities tab.

To create simple application
  1. Open the Customer Service screen and load the account you want to work with.
  2. On the Customer Service screen, click Cross/Up Sell Activities tab.
  3. Select the required call activity record and click Create Simple Application.

    The system opens Origination > Simple Application Entry screen with Application section capturing the details of call activity.

You can enter/edit the required details and continue creating credit application data into Oracle Financial Services Lending and Leasing Application.

For detailed information, refer to Simple Application Entry chapter in Loan Origination User Manual.

Parent topic: Customer Service screen’s Cross/Up Sell Activities tab