Temenos Digital
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Summary for Bridge Loan
The Summary section provides a synopsis of the information which the primary applicant & co-applicant provide in the Origination App. This section enables the applicant to review the data before submitting the application.
UX Overview
This section provides an overview of the Summary screen, which summarizes the information about the product (Bridge Loan) selected.
- The Summary page displays the list of documents submitted for Bridge Loan both as a prospect and as an existing customer.
- The Summary section is read-only and allows the applicant to view the documents that are uploaded.
- Click Back button to navigate to the previous sections to modify the information as required. The changes done reflect in the summary screen.
- All the sections in the summary collapse and expand. Applicant can click on the + icon to expand the drop-down to review and confirm the details provided.
- Depending on the nature of the user, ex: (Prospect, Existing Customer, Co-applicant( Existing Customer), Co-applicant( Prospect), and based on the application, the information in each screen & field displays.
- The applicant can add a new document, replace an existing document, or delete the existing document. If all the details are correct, click Continue to proceed to submit the application.
- Once you have submitted the application, the applicant cannot do any further changes.
Summary sections in Bridge Loan
- When a prospect customer initiates Bridge Loan application without co-applicant: The Summary section of Bridge Loan displays the details of each component as per fields in the respective screen. The sections are as follows:
Personal Information: Captures the details which prospect customer provided in the Personal Information screen. To know more about Personal Information click here.
Address and Identification : Captures the details which prospect customer provided in Address and Identification screen. To know more about Address and Identification, click here.
Financial Information: Captures the details which prospect customer provided in Financial Information screen. To know the details captured in Financial Information, click here.
Co-applicant: Select No to add a co-applicant.
Bridge Loan Details : Captures the details which prospect customer provided in Bridge Loan details. To know the details captured in Bridge Loan, click here.
Property Details : Captures the details which prospect customer provided in Property Details. To know the details captured in Property Details, click here.
Document Checklist :Displays a separate document section for each Primary applicant and Prospect Co-applicant if added.
Summary: The prospect customer can review the details in the summary screen.
Verification: Verification displays only if it is enabled.
Additional Questions: Provide the Additional Question details if enabled. To know the details captured in Additional Questions, click here.
Agree Terms & Conditions and Submit Application: Agree to the Terms and Conditions and submit your application. - When a prospect customer initiates Bridge Loan application with Co-applicant (prospect) : When the main applicant captures data of the Prospect co-applicant, Summary screen displays the following sections:
Personal Information: Captures the details which prospect customer provided in the Personal Information screen. To know more about Personal Information click here.
Address and Identification : Captures the details which prospect customer provided in Address and Identification screen. To know more about Address and Identification, click here.
Financial Information : Captures the details which prospect customer provided in Financial Information screen. To know the details captured in Financial Information, click here.
Co-applicant : Select Yes to add a co-applicant.
If Co-applicant is a Prospect, then all the details captured by the main applicant displays in the below sections:
Co-applicant Personal Information
Co-applicant Address and Identification Details
Co-applicant Financial Information
Bridge Loan Details: Captures the details which prospect customer provided in Bridge Loan details. To know the details captured in Bridge Loan, click here.
Property Details: Captures the details which prospect customer provided in Property Details. To know the details captured in Property Details, click here.
Document Checklist: Displays a separate document section for each Primary applicant and Prospect Co-applicant.
Summary: The details of the main applicant and the prospect customer details display in the summary screen for review.
Verification: Displays only if it is enabled
Additional Questions: Provide the Additional Question details if enabled. To know the details captured in Additional Questions, click here.
Agree Terms & Conditions and Submit Application: Agree to the Terms and Conditions and submit your application. - When Prospect Customer initiates Bridge Loan Application with Co-applicant (Prospect Customer - Invite is sent): Summary screen displays the following sections:
Personal Information : Captures the details which prospect customer provided in the Personal Information screen. To know more about Personal Information click here.
Address and Identification: Captures the details which prospect customer provided in Address and Identification screen. To know more about Address and Identification, click here.
Financial Information: Captures the details which prospect customer provided in Financial Information screen. To know the details captured in Financial Information, click here.
Co-applicant Information: Select Yes. The main applicant captures the basic details of the prospect co-applicant and clicks Save and Invite button to send the Invite to the prospect co-applicant.
The following screens of the invited co-applicant do not display in the summary screen of the main applicant.
Co-applicant Personal Information
Co-applicant Address and Identification Details
Co-applicant Financial Information
Bridge Loan Details: Captures the details which prospect customer provided in Bridge Loan details. To know the details captured in Bridge Loan, click here.
Property Details: Captures the details which prospect customer provided in Property Details screen. To know the details captured in Property Details, click here.
Document Checklist : Summary screen displays the main applicant's document checklist only. Invited Co-applicant documents do not display on the main applicant’s document checklist screen. To know the details captured in Document Checklist, click here.
Summary: Only the main applicant details display in the summary screen. Invited Co-applicant’s basic information and Invite Status display. The Invited co-applicant’s Personal Information, Address and Identification details, Financial details and the documents uploaded do not display in the summary screen.
Verification : Co-applicant’s Verification/ OTP must not be revealed to the Main applicant.
Additional Questions: Provide the Additional Question details if enabled. To know the details captured in Additional Questions, click here. Co-applicant’s Additional questions do not display for the main applicant.
Agree Terms &Conditions and Submit Application: Agree to the Terms and Conditions and submit your application. - When Prospect Customer initiates Bridge Loan Application with Co-applicants (existing customer) : Summary screen displays the following sections:
Personal Information: Captures the details which prospect customer provided in the Personal Information screen. To know more about Personal Information click here.
Address and Identification : Captures the details which prospect customer provided in Address and Identification screen. To know more about Address and Identification, click here.
Financial Information: Captures the details which prospect customer provided in Financial Information screen. To know the details captured in Financial Information, click here.
Co-applicant Information: Select Yes. The main applicant captures the basic details of the existing co-applicant and clicks Save and Invite button to send the Invite to the existing co-applicant.
The following screens of the invited Co-applicant do not display in the summary screen of the main applicant.
Co-applicant Personal Information
Co-applicant Address and Identification Details
Co-applicant Financial Information
Bridge Loan Details: Captures the details which prospect customer provided in Bridge Loan details. To know the details captured in Bridge Loan, click here.
Property Details: Captures the details which prospect customer provided in Property Details screen. To know the details captured in Property Details, click here.
Document Checklist: Summary screen displays the main applicant's document checklist only. Invited Co-applicant documents does not get displayed on the main applicant’s document checklist screen. To know the details captured in Document Checklist, click here.
Summary: Only the main applicant details display in the Summary screen. Invited Co-applicant’s basic information and Invite Status display. The Invited co-applicant’s Personal Information, Address and Identification details, Financial details and the documents uploaded does not get displayed on the main applicant summary screen.
Verification: Co-applicant’s Verification/ OTP must not be revealed to the Main applicant.
Additional Questions: Co-applicant’s Additional question should not be shown to the main applicant.
Agree Terms & Conditions and Submit Application: Agree to the Terms and Conditions and submit your application. - When existing customer initiates Bridge Loan Application without co-applicant: Summary screen displays the following sections:
Personal Information: Displays the Personal Information details screen. The existing customer can update the Personal Information if required. To know more about Personal Information click here.
Address and Identification : Displays the Address and Identification details screen. The existing customer can update the Address and Identification details if required. To know more about Address and Identification, click here.
Financial Information: Displays the Financial Information details screen. The existing customer can update the Financial Information if required. To know the details captured in Financial Information, click here.
Co-applicant: Select No to add a co-applicant.
Bridge Loan Details: Captures the details which existing customer provided in Bridge Loan details. To know the details captured in Bridge Loan, click here.
Property Details: Captures the details which existing customer provided in Property Details screen. To know the details captured in Property Details, click here.
Document Checklist: Existing customer has to upload all the mandatory documents required.
Summary: Existing customer can review the details in the summary screen.
Verification: Displays only if it is enabled.
Additional Questions: Provide the Additional Question details if enabled. To know the details captured in Additional Questions, click here.
Agree Terms & Conditions and Submit Application: Agree to the Terms and Conditions and submit your application. - Initiate Bridge Loan Application as an Existing Customer with co-applicant(prospect): Summary screen displays the following sections:
Personal Information: Displays the Personal Information details screen. The existing customer can update the Personal Information if required. To know more about Personal Information click here.
Address and Identification : Displays the Address and Identification details screen. The existing customer can update the Address and Identification details if required. To know more about Address and Identification, click here.
Financial Information: Displays the Financial Information details screen. The existing customer can update the Financial Information if required. To know the details captured in Financial Information, click here.
Co-applicant Information: Select Yes to add a co-applicant. The main applicant can capture the basic details of the prospect co-applicant and save the data. Save and invite button is enabled to send the invite to the prospect customer. Once the main applicant clicks Save button the save and invite button will not be visible , the main applicant need to fill all the details of the co- applicant as well.
Co-applicant Personal Information: Enter the details in the Co-applicant Personal Information screen.
Co-applicant Address and Identification Details: Enter the details in the Co-applicant Address and Identification Details screen.
Co-applicant Financial Information: Enter the details in the Co-applicant Financial Information screen.
Bridge Loan Details: Captures the details which existing customer provided in Bridge Loan details. To know the details captured in Bridge Loan, click here.
Property Details: Captures the details which existing customer provided in Property Details screen. To know the details captured in Property Details, click here
Document Checklist :Displays the main applicants document checklist and co-applicant (Prospect) document checklist.
Summary: Displays the main applicant and co-applicant details in summary screen.
Verification: Displays only if it is enabled.
Additional Questions : Provide the Additional Question details if enabled. To know the details captured in Additional Questions, click here.
Agree Terms & Conditions and Submit Application: Agree to the Terms and Conditions and submit your application. - Existing Customer initiates Bridge Loan Application with Co-applicants (existing customer): The Summary section has the following fields:
Personal Information: Displays the Personal Information details screen. The existing customer can update the Personal Information if required. To know more about Personal Information click here.
Address and Identification : Displays the Address and Identification details screen. The existing customer can update the Address and Identification details if required. To know more about Address and Identification, click here.
Financial Information: Displays the Financial Information details screen. The existing customer can update the Financial Information if required. To know the details captured in Financial Information, click here.
Co-applicant Information: Select Yes to add a co-applicant. The main applicant can capture the basic details of the co-applicant (existing customer) and clicks Save & Invite button to send the invite.
The following sections of Invited Co-applicant must not display:
Personal Information
Address and Identification Details
Financial Information
Bridge Loan Details: Captures the details which existing customer provided in Bridge Loan details. To know the details captured in Bridge Loan, click here.
Property Details: Captures the details which existing customer provided in Property Details screen. To know the details captured in Property Details, click here.
Document Checklist: Only the main applicant document checklist displays.
Summary : Only the main applicant details display in the summary screen. Invited Co-applicant’s basic information and Invite Status also display. Invited co-applicant’s Personal Information, Address and Identification details, Financial details and the documents uploaded by him do not display in the Summary screen.
Verification: Displays only if it is enabled.
Additional Questions : Provide the Additional Question details if enabled. To know the details captured in Additional Questions, click here.
Agree Terms & Conditions and Submit Application: Agree to the Terms and Conditions and submit your application
Click Continue button to navigate to the next screen. If the Verification step is enabled, the control navigates to the Verification screen. If Verification is not enabled, the control navigates to the Additional Questions screen.
- Additional Information displays only when there are any customer actions. The Summary page displays the list of documents submitted for Bridge Loan both as a prospect and as an existing customer.
- All the changes done in the application is updated in the ODMS. Post submission, the data stored in ODMS is updated with the latest information.
Components
The Summary module contains the following list of components:
| Component Name | Instance Name |
|---|---|
| com.dbx.summary | BrowserCheckPopup |
Experience APIs
| API | Description |
|---|---|
| getData | This object service retrieves the application details from the Origination Data Storage Microservice. |
Configurations
The system administrator will have the capability to configure this module from the Spotlight app. For more information about configuring the Summary section, click here.
Extensibility
By using the Extensibility feature, you can customize the modules based on your requirements. For more information, refer to Extensibility.
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