Origination, configured.
For every offering.
Build Product Offerings around your process. Configure application sections, fields, documents, and Workflow access, then give customers and your team a connected origination experience.
See OrigFlow in actionYour Product Offerings.
Your origination process.
Choose a product category and a predefined offering template, or create a custom form. Configure each Product Offering with its own application sections, document requirements, naming, numbering, and Workflow setup.
- Predefined offering templates across the platform’s product categories
- Custom forms assembled from selected application sections
- Product Offering-specific application names and numbering
- Separate form and document configurations
- Saved configuration for each offering
- Application content tied to the version customers started with
Built around your offerings.
Each Product Offering has its own configuration. Start with a predefined template, then adjust the application sections, fields, documents, and Workflow to suit your origination process.
Predefined sections.
Customised for your offering.
Start with the predefined application section catalog, then configure the sections your Product Offering needs. Tailor section labels, choose and order fields, mark requirements, and add your own custom fields within each section.
- Predefined application sections with configurable labels and stable S codes
- Select and order the sections and fields you need
- Custom fields and questions within each selected section
- Save and reopen customer responses, including repeating groups
Customer onboarding
Every requirement.
Clearly accounted for.
Configure document collection for each Product Offering. Select predefined documents from the catalog, add custom document requirements within each section, and set labels, order, and required or optional status.
- Predefined document sections with D codes and configurable labels
- Predefined and custom documents within each selected section
- Required and optional documents per Product
- Upload, replace, remove, and authorised download
- Review individual documents using their section’s Workflow grants
Documents, with context.
PDF and supported image files. Requirements and labels follow the saved Product configuration.
Who can act?
You set the rules.
Assign application and document sections to your Workflow stages, then configure access for each Company user type. Actions follow those saved grants.
- View, edit, review, and correction access by user type
- Approve or decline permitted sections and documents
- Notes are optional, including correction requests
- Application status and action history recorded together
Authorised users can act on active applications without a separate customer submission step. Automatic stage progression is not part of the current release.
Clarity at every review.
Illustrative access only. Company user types receive the permissions selected in your saved Workflow configuration.
Try the review illustrationA clear front door.
A place to return to.
Let customers start from the Company’s available Product Offerings, save their application progress, and return to their own application and documents.
- Company-specific customer portal
- Save partial application sections and return later
- Upload the documents required for that application
- View updates and respond to requested corrections
Less back-and-forth.
More useful context.
A reviewer can request a correction against a specific section or document. The customer sees the request in their application and can update the requested item.
Many moving pieces.
One place to connect them.
Application details, supporting documents, responsibilities, and decisions all belong to the same customer journey. OrigFlow gives each Product Offering useful structure while leaving room for your process.
Configuration first.
Choose predefined application and document sections, then tailor labels, fields, and custom content for each Product Offering.
Clear responsibility.
Company user types and saved Workflow permissions show who can view, edit, review, or act on each section.
Connected context.
Customer answers, document requirements, review decisions, and optional notes stay together with their application.
Your offering.
Your process.
See how applications, documents, and Workflow fit together around each Product Offering.