Review loan applications quickly

Objective: Speed up reviews of loan applications. Let's set up a kiosk to help achieve faster processing times, increased consistency and compliance, and easier access as part of the daily workflow of loan officers in a lending institution.

review loan applications quickly 

Configuration

workflow

This kiosk was configured using screens, a GetRecords component to get the list of loan applications, a query to bring in data from three modules in a single go, and automated actions (field updates and email notifications).

The entire configuration can be seen below:

entire configuration can be seen below