Loan Application System
CUSTOMER SERVICE REPRESENTATIVE MENU
Log In
Enter New Prequalifier
Display Prequalifiers
Send Prequalifier Followup
Review Specific Prequalifier
Enter New Loan Application
Copy Existing Loan Application
Review Existing Loan Application
Display Received Loan Applications
Display Underwriting Sent Loan Applications
Display Loan Applications
Display Representative Pipe-Line
Display Copied Loan Applications
Display Pending Loan Applications
Display Authorized Application Requests
Enter Loan Distribution Amounts
Book Loan For Servicing
Access Booked Loan Information
Access Loan Financial Information
Display Booked Loans
Display Discharged Loans
Display Interco Note Loans
Display Paidoff Loans
Display Application Numbers
Log Out
ADMINISTRATOR MENU
Display Loan Portfolio Metrics
Display Payment Discharge Report
Display Application Status Report
Display Application Status Report - 2
Display California Report
Display Security Deposit and Doc Fees Report
Display Loan Fees and Adjustments Report
Display Withdrawn/Declined Applications
Display Receivables Balances Report
Display Receivables Balances By Payment Day
Display Receivables Balances Report With Address
Display Receivables Balances Capital One Report
Display Summary By Practice Capital One Report
Display Fico Band Report
Search For Archived Application
Display Archived Applications
Display Paid Off Archived Loans Report
Display Unfunded Applications Report
Administrator Display/Update Loan Reps
Administrator Display/Update Practices
Display Lending Point Report
Display Walgreens Medication Allowance Report
Display Walgreens Refund Report
Enter Modified Loan Number
Display Modified Loans
Display Modified Loan Disqualified Report
Display Writeoff Summary Report
Display Accrued Interest On Skipped Payments
Display Shady Grove Funded Loans Report
Display Booked Loans Report
Display Booked Loans In Process Spreadsheet
Display Prequalifier Exception Report
Display FICO + Interest Rate Analysis Report
LENDING POINT MENU
Display Lending Point Applications
Review Lending Point Application
Display Representative LP Pipeline
Edit Lending Point Application
Search For Application By Tracking Number
Display Lending Point Status Report
Display Lending Point Transaction Fee Report
Display Pharmacy API Applications
Display Pharmacy API Approved Notifications
Display Pharmacy API Fund Disbursment Notifications
Enter Lending Point LAI Number
Display Pharmacy API Refund Report
Display Pharmacy API Status Report
Display Lending Point NOTQ-200 Report
Display Lending Point Loans In Process Spreadsheet
Pharma Client Menu
Enter Payments Received From Lending Point
Display Lending Point Transaction Fee Report
Display Lending Point Settlement Report
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CLIENT MENU
Cranial Technologies
Display Cranial Applications
Review Cranial Application
Edit Cranial Application
Display Cranial Application Status Report
Display LP Loans Funded/Funds Receivable LP
Display Payments Made To Cranial
Display Lending Point Transaction Fee Report
Display Cranial Technologies Settlement Report
Ottobock
Display Ottobock Applications
Review Ottobock Application
Edit Ottobock Application
Display Ottobock Application Status Report
Display LP Loans Funded/Funds Receivable LP
Display Payments Made To Ottobock
Display Lending Point Transaction Fee Report
Display Ottobock Settlement Report
My Fertility Cloud
Display My Fertility Cloud Applications
Review My Fertility Cloud Application
Edit My Fertility Cloud Application
Display My Fertility Cloud Application Status Report
Display LP Loans Funded/Funds Receivable LP
Display Payments Made To My Fertility Cloud
Display Lending Point Transaction Fee Report
Display My Fertility Cloud Settlement Report
All Clients
Enter Payments Received From LP/Made To Client
Display Lending Point Transaction Fee Report
Display Settlement Report
LOAN SERVICING MENU
Send Balance On Loan Email
Send Additional Payment Email
Send Response After Principal Reduction Email
Send Payoff Loan Email
Send Response After Payoff Email
Send Maturing Loan Notification Email
Send Closeout Notification Email
Send Refund Check Notification Email
Send Email Explaining Refund Process
Send Loan Settlement Offer Email
Rebuild Database/Process ACH Payments
Backup Loans Database
Rebuild Loans Database
Process ACH Payments
Display Custodian Report
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SYSTEM MENU
Practice Menu
Add New Practice
Add Loan Reps For New Practice
Add Doctors For New Practice
Add Application Screens For New Practice
Display/Update Existing Practices
Display/Update Loan Reps For Practice
Display/Update Doctors For Practice
Pharmacy Menu
Add New Pharmacy
Display/Update Existing Pharmacies
Genetic Testing Labs Menu
Add New Genetic Testing Lab
Display/Update Existing Labs
Practice Offices Menu
Add New Practice Office
Display/Update Existing Offices
Loan Representatives Menu
Add New Loan Representative
Display/Update Existing Representatives
Portal Menu
Add New Portal User
Display/Update Existing Portal Users
Add New Portal
Display/Update Existing Portals
Employees Menu
Add New Employee
Display/Update Existing Employees
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