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Locking/Unlocking of Welcome Call (Conditional Approvals)
WIKI OVERVIEW Wiki Purpose: Facilitate the unlocking of Welcome Calls by navigating through the OPS page, identifying and resolving lead-blocking attributes such as prepayment, pending approvals, or documents, and editing the attribute to 'none' only upon v...
Bright Official Underwriting Rules - Source of Truth
WIKI OVERVIEW Wiki Purpose: Establish the one source of truth on what projects we can approve and the reason why. Wiki Owner: Joseph Canaan Validity: n/a Content here!
Validation Guide (Constancia de Situacion Fiscal)
WIKI OVERVIEW Wiki Purpose: To efficiently review and either approve or reject the Constancia de Situacion Fiscal by accessing the Ops platform via the provided link, searching for the relevant Cnum, selecting or creating the checklist named “Constancia de ...
Validation Guide (Credit Checks of Personas Morales)
WIKI OVERVIEW Wiki Purpose: Establish an efficient procedure for reviewing and validating Credit Checks, incorporating the utilization of the CIAL platform for report requests and updates, adherence to Underwriting Criteria, and inclusion of the Buró de Cré...
Authorized Signers Wiki
Signed Documents Wiki ⚠️ Warning:If you are ever in doubt about any signature or legal authorization, always seek written permission from CEO or CFO before proceeding. Never assume authorization without explicit written approval from CEO or CFO in email or ...