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Operator Guide
Operators coordinate diligence, enforce policy checkpoints, and maintain clean transitions across lifecycle states.
Key App Sections
Application screening queue
Assess submissions, identify missing evidence, and determine next operational actions.
Work order dispatch
Assign professional tasks, track submissions, and drive timely completion of diligence tasks.
Lifecycle control center
Advance offerings through controlled states, manage exceptions, and oversee servicing operations.
Typical Workflow
- Screen new application submissions.
- Assign diligence tasks to relevant professional roles.
- Evaluate returned deliverables and issue revisions if needed.
- Approve progression when all policy gates are satisfied.
- Operate servicing, payouts, and incident workflows.