V.1.0.0
Last updated
Last updated
Description
David requires an API that will allow his chatbot to autofill credit applications and send to the end user the bank verification and application fee payment gateway.
Description
After partner creates their rate lock, the fees and numbers need to plug into the Schumer box and the Schumer box needs to be embedded onto their application before the applicant submits application.
Should be located on the 2nd page just above the “Submit” button with an option to print or save or both.
*Attached example image
Description
Move BoPayment to Production
Description
If feasible, deduct that payment automatically from the bank account else we need to do this as subscription.
Description
Switch Decision Logic & Payment Steps
Payment: 3rd Step Decision Logic: 4th Step
Description
Payment page on the application doesn’t work
Description
Make sure KYC data is being properly captured
KYC isn’t verifying my DOB or DL Number
Description
We are charged every time an application is submitted and without proper barriers, we can easily go bankrupt by the actions of several careless assholes. We need to make sure everyone gets only one application every certain amount of days or time has passed by before another one can be submitted
Environment
Partner Platform | Backend
Description
Partners need a holistic way of viewing application data, portfolio data, and underwriting status’s. Most of these are missing
Description
Users need to enter their bank name, routing, and account numbers before verifying with DecisonLogic
Description
It shows the partner info as the same for all master requests
Description
If total applications is more than one then the name should be changed to Application(s)
Description
Please read attached confluence doc for more information
Description
Keep it simple and change these names to “Business” and “Consumer”
Description
When a partner tries changing pages before creating his card and rate lock, a banner should pop up that says
I know you want to explore, but you need to finish creating your card first. If you need assistance, please email vashon@kaped.io
Description
Remove: Total Card Load
Remove; the “Limit” from “Available Credit Limit”
Replace: Total Declines with “Over Limit”
Description
Same for DL Number and DOB
Description
Currently, DecisionLogic is only returning one bank account. Users tend to have several accounts under the same institution, this will present serious issues when underwriting
Description
When partner sends application to end user and the end user completes it but their card doesn’t charge, it will tell the end user their card payment failed but won’t let them re enter it and on the partner side it shows up as paid when it’s not
Description
Admin and partner should have the ability to change what is on the credit application in case they mistyped something. This will prevent over flood of junk applications.
Description
Once an application has been sent to underwriting, the verbiage should change to “Sent to underwriting”
Description
@Pankaj Sharma you assured me this was taken care of but after looking, nothing was even attempted. Please fix it with @Kris Kjornes using the very detailed step by step instructions I gave you both please
Description
Cards are taking up all the screens even though the rate lock and card is already approved
Integrate to Partner Platform (Platform Fee, Underwriting Fee, Monthly Account Fee and Fraud Detection Fee).
