Finalize Offers, Verifications & Agreements

Finalize Offers, Verifications & Agreements

In this episode, we finalized the Pizza Personal Loan Product by adding key elements such as an initial offer, identity verification, and contract agreement.

In this episode, we finalized the Pizza Personal Loan Product by adding key elements such as an initial offer, identity verification, and contract agreement.

What you will learn

  • How to add an initial offer to display loan amount and APR dynamically.

  • How to create and use document upload templates for identity verification.

  • How to build customizable offer agreements with built-in e-signature capabilities.

  • How to connect steps and decision logic in a seamless application flow.

  • How to test and publish a complete lending product in Product Studio.

What you will learn

  • How to add an initial offer to display loan amount and APR dynamically.

  • How to create and use document upload templates for identity verification.

  • How to build customizable offer agreements with built-in e-signature capabilities.

  • How to connect steps and decision logic in a seamless application flow.

  • How to test and publish a complete lending product in Product Studio.