Section | Field Name | Value to enter |
Rule criteria | Credit score | <750 |
Who should approve | - | 1. Senior agent 2. Branch manager 3. Credit hub manager |
Actions on approval | Configure action upon each Approval: Update Fields > Loan Stage | Value for 1st Approval: Credit score evaluated Value for 2nd Approval: Sent to credit hub Value for 3rd Approval: Qualified for loan |
Actions on approval | Configure action upon final approval: Email notification | Loan qualified |
Actions on rejection | Configure action after rejection: Update field | Loan rejected |
Actions on rejection | Configure action after rejection: Email notification | Send email to > Everyone approved: Low credit score Please choose a template to send to the requester: Loan rejected |
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