The Conditional Creditors feature enables administrators to identify specific creditors that may trigger additional review or conditional approval during the underwriting process. This allows for flexibility in evaluating credit risk based on customized business rules.
How to Configure
Navigate to:
Admin > Site Setup > System Configuration > Automated Underwriting > Conditional CreditorsClick the Edit button to enable the input field.
Enter the names of the creditors to be treated as conditional.
Each creditor can be placed on a new line,
orSeparated by a semicolon (;)
Click Save to apply the changes
Notes
Ensure creditor names are entered exactly as they appear on credit reports for accurate detection.
This list is case-insensitive, but punctuation and spelling should match official creditor listings.