Engage Residential Loan

The Engage Residential Loan process allows bank customers to submit an application for a residence. The application form can be sent to them by the banker via the Engage engine or is accessible by web entry directly on the bank’s website. After submitting the application form, the application goes to the banker for review, and the banker can reject, approve or send the application back to the customer for revision. If the application is approved, a PDF of the application is generated, the customer is notified, and the process is completed.

URL To video

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt

Instance URL: https://banking-demo-se.processmaker.net/

Start request from portal: https://banking-demo-se.processmaker.net/webentry/67/customer_start

User access: Via 1Password - If you don’t have a 1Password account, submit a ticket to Cloud Operations (SCO) asking for account setup and getting added to the Sales Vault.