SBSS7
What is 0-300
Which relationship type should you assign the Proprietor of a sole prop?
This check box is in the Doc Prep Key Fields under the Guidance for Success
What is ready for processor?
This report should be used to view applications submitted to the portal for assignment
What is the "Online Application - Days Outstanding"
What is the underwriter
These are the three data inputs to determine an SBSS7 Score
What are: Consumer Reports, Business Reports, Financial Data
This should be done prior to entering a new relationship
What is "Global Search" or SEARCH
The "Income cannot be Null" Error is caused by
What is a duplicate Contact record
To log into the portal experience as a user, you should access it from which record?
What is the Contact record
Which Disclosures need mandatory acceptance in order to move an application forward?
What are Consent to Electronic Document Delivery, Consent to Business Application Agreement and **Credit Consent
This piece of information is missing and will cause this error: "Please ensure the Fair Isaac value is set on either the Product or the Loan level"
What is the product reference
What type of contact record should a business relationship have selected as primary?
For a preapproval if the collateral exceeds the original request or the collateral is changed, a _______is required
What is a Substantial Change Memo
True or False: Members can check the status of their application on the Marketplace Page
What is False: Members check the status of their application on the "Dashboard" page
Applications must be decisioned in __ days for Reg B purposes
What is 30 days
What causes the dreaded Error Code 40?
Connections should always start with ____ and be made TO the ____.
What is the business relationship and individual
Sole Props should be added as a _____to the borrowing structure
What is a related entity
How does a member get back to a portal application they have closed?
What is navigate to the Dashboard and click on Incomplete Application
True or False: We can accept electronic signatures for PDF applications
What is: true *Docusign not Adobe Acrobat
When a member has a frozen credit file, they can provide what information to allow us to bypass the freeze
What is the frozen credit file Code or PIN
What are the three possible records types for a New Relationship?
What are: Business, Household, Individual
How many stages are in the current SMB workflow
What are 7: Qualification, Credit Underwriting, Approval/Loan Committee, Doc Prep, Closing, Booked, Complete
What is the maximum number of Income sources a borrower can enter in the online application
What is 4
What is the percentage of ownership required for each individual beneficial owner
What is 25%