Client Onboarding and Qualification

Client Onboarding and Qualification

Initial eligibility assessment and scoring

admiJuly 6, 20251 min read

Client Onboarding and Qualification

KYC (Know Your Customer) verification automation

admiJuly 6, 20251 min read

Client Onboarding and Qualification

Pre-qualification checks using credit score API integration

admiJuly 6, 20251 min read

Client Onboarding and Qualification

Scheduling initial consultation calls with calendar integration

admiJuly 6, 20251 min read

Client Onboarding and Qualification

Sending personalized welcome emails upon application receipt

admiJuly 6, 20251 min read

Client Onboarding and Qualification

Assigning loan officers based on workload or specialization

admiJuly 6, 20251 min read

Client Onboarding and Qualification

Automated data entry into CRM/system of record

admiJuly 6, 20251 min read

Client Onboarding and Qualification

Automated document request and submission follow-up reminders

admiJuly 6, 20251 min read

Client Onboarding and Qualification

Automatic collection and validation of client information via web forms

admiJuly 6, 20251 min read

Client Onboarding and Qualification

Collecting e-signatures on required forms

admiJuly 6, 20251 min read