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Staircase

Application document

Products

Generates the completed application document from everything the conversation collected, and takes the borrower's signature on it.

Used when
At the end of the task set, once every required subject is answered.
Collects
  • The signature, and the record of who signed and when.
Returns
  • The generated application document, and the standards-format export beside it.
  • The signature record against the loan.
Evidence
  • bot-1003-document
  • bot-1003-sign
  • start-loan-application-api_calls
  • start-loan-application-taskset

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