Committee sees a prepared case
Rules decide when a case goes to committee. Members approve or send it back, and comments sit on the timeline. Approval can start the documents for signing.
The committee does not gather the case
The case arrives prepared, so decision-makers review what is already there. They do not collect missing information.
- A prepared case
- Details and documents are ready for committee review.
- Approval starts signing
- The documents for signing can start after approval.
- Decline returns to the handler
- The handler can update and resubmit.
- On the timeline
- Decisions and comments are recorded.
Frequently asked questions
- What information is shown to the committee?
- Application details, applicant data, financial insights, risk checks, and documents the handler already checked. The fields can match what the committee needs.
- Can committee members leave comments?
- Yes. Comments and decline reasons are stored on the application timeline. They stay visible if the application is resubmitted.
- What happens if the committee declines the application?
- The application returns to the handler. They can restructure, adjust information, upload new documents, and resubmit — or decline it for good.
- Is the approval legally binding?
- Committee approval starts the online signing. The contract is binding once the applicant signs.
- Can multiple committee members review the same case?
- Yes. You can require one approval or several.
- Is every application sent to the committee?
- No. You set the rules. Amount, risk score, or product type can trigger review.
