Settings > Lender >Panels
In the below video we walk you through how to create and set up lender panels in automation and how to handle the outcome of when they are completed. If you use more than one lender in a lender panel its important to know when we raise the lender panel completed event if both lender have not come back with a decision.
Approval - If we have two or more lenders in a panel if any of those lenders approve the proposal as soon as we have received the approval we raise the lender panel completed event, its important that a user gets this information fast and so regardless of if we are still awaiting a decision from the other lenders we raise the event, which you can choose to do things within automation.
Decline/filtered/more info - If we have two or more lenders in a panel and one of the lenders responds with one of these three outcomes we do not raise the lender panel completed event until all lenders have responded, so we are waiting for an approval, if however, they all come back with one of these we will raise the relevant event.