01 September 2009 ~ Comments Off

Tele, Field and Document Verifications

Tele Verification and Field Verification is performed after a case application is received. Document verification is performed after the case is sanctioned.

The video below shows the process of making investigation reports i.e. Tele verification & Field verification for a pending loan application.

Search for the pending application by application number or customer. From the pending application details page, under the verifications tab, enter the desired investigation report.

Verifications report must be attributed to a particular employee or an authorized user can feed the reports on behalf of that employee. Only authorized users can edit the verification reports once entered.

If you can't see the video above, visit http://screenr.com/6h8

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