11 votes

Bank application form generation with PCA

If the banks application form and Preliminary Credit Assessment could be generated together, then the forms could be printed/emailed to the client together. Right now we recommend a product, generate the PCA, but cannot upload to application until the PCA is signed. Just seems a bt back and forth for the customer. Appy online generates such great prefilled applications.

Category: AFG Suite Erika Hale shared this idea

Leave a Reply

Powered by Simple feature Requests