LOS · Loan Origination

You are in LOS

Leads, applications, approvals

Origination

Dashboard Leads Applications Branch review Rework queue AI Command Center AI risk review

Setup

Users DSA partners Products Document checklist Workflows AI rules

Compliance

Audit trail Consent logs Field visit proof Exceptions

Reports

All reports LOS performance DSA performance Field productivity Verification quality AI risk AI MIS SLA and TAT

Verification

KYC Credit bureau Bank analysis Technical check Legal check Seller check

Credit and approval

Credit appraisal Underwriting Deviations Approvals Sanctions E-sign Disbursement

Field team

AI Command Center Field verification Field live tracking Calendar Contacts Meetings

More modules

Module hub Customers Opportunities Documents Workflow tasks

Settings

Templates Branches Integrations System settings Roles Menu access

Open loan servicing (LMS)Sign out

Sidebar: expanded · Search available on desktop

AdminRoles

Roles

Modern Converiqo AI Loan workspace: Roles with module-specific UX.

5 Nov 2026, 12:59 am

Access Control Matrix

Role rights, module permissions, branch/product mapping

Module

View

Add

Edit

Delete

Approve

Export

Leads

Applications

Documents

Bureau

Bank Analysis

Credit Appraisal

Collections

Reports