In this curriculum, you will explore the essentials of distributing and managing credit applications, as well as reviewing submissions within the Credit Application workspace. Learners will also learn about settings management capabilities, including customizing application forms with branding, terms and email templates. The courses guide users through building automated workflows and managing user access to streamline internal processes and improve turnaround times. By completing the curriculum, users will be equipped to confidently manage credit applications and support faster, more reliable credit decisions.

Credit Settings Management
By the end of this course, you will be able to:
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Distribute and manage credit applications using the Credit Application workspace.
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Create and customize application forms with branding, terms and conditions, and email templates.
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Build automated workflows to streamline the credit application review and approval process.
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Assign users to groups to manage access and ensure secure handling of customer applications.
