Business areaLoan Processing
Loan Processing
Loan Products
Configure supported loan products, required data, documents and workflow stages.
Designed forOperations teams, Managers, and Employees
Available plansStarter, Professional, and Enterprise
What Is Loan Products?
Product configuration gives teams a shared structure for collecting the right information and moving each application through the expected process.
Loan Products works with Products, Applications, and Documents as part of the wider DSACRM Loan Processing workflow.
Why Loan Products Matters
Product requirements become inconsistent when employees depend on separate checklists and lender notes.
A Clear, Practical Workflow
- 01
Create or configure a supported loan product.
- 02
Associate requirements and documents.
- 03
Use the product configuration in application processing.
What You Configure
- Product details
- Required fields
- Document requirements
What Your Team Gets
- Reusable product setup
- Consistent application checklist
Important to Know
- Product and lender configuration must be maintained as requirements change.
Common questions
Loan Products FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Loan Products in DSACRM?
Product configuration gives teams a shared structure for collecting the right information and moving each application through the expected process. Configure supported loan products, required data, documents and workflow stages.
Who should use Loan Products?
Operations teams, Managers, and Employees can use this capability within the Loan Processing workflow.
Which DSACRM plans include Loan Products?
Loan Products is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Loan Products?
Typical setup includes Product details, Required fields, and Document requirements.
What does the team get from Loan Products?
The supported outputs include Reusable product setup and Consistent application checklist.