Comprehensive loan management for applications, oversight and borrower relations
The task management module streamlines data flow and loan application tracking in the front-end and borrower portal
HES LoanBox not only assists in managing tasks but also optimizes them for seamless integration within the entire system
Tasks auto-assign based on roles or manager discretion, or with loan officers self-assigning as they finish prior tasks
Task management for lenders
Once a loan application is submitted through the front-end, it’s directed to the task tracking module for processing. Here, credit officers review applications, encompassing borrower details and their credit requests.
Role-based tasks assignment
As a Credit Verifier, specialists focus on tasks related to loan application and borrower verification. They evaluate the accuracy of applicants’ financial data, ensuring it aligns with loan criteria. They can decline, request more details, or preapprove applications for further underwriting.
Loan underwriter’s tasks
They scrutinize borrower data to determine risk. Loan underwriters assess creditworthiness and collateral value to make informed decisions, including final loan approvals or rejections.
Credit officer’s tasks
Credit Officers manage borrower and active loan data. They can set grace periods, write off loans, track operations, and log offline transactions.
Total control over lending tasks
Universal users have full access to all tasks. They can assign any task, transfer active loans to debt collection, initiate collection actions, and record decisions on outstanding debts. This role allows monitoring of employee performance and provides access to comprehensive back-office functionalities.