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Screens
Common Screen Features
Throughout the TSoftPlus application, the pages are designed with a consistent, familiar layout and include standard features for a smooth user experience.
Transaction Workflow

Screens
- Common Screen Features
  Throughout the TSoftPlus application, the pages are designed with a consistent, familiar layout and include standard features for a smooth user experience.
- Manage Parties Screen
  Manage and select Individual, Entity, and Sole Proprietorship parties from the Manage Parties screen.
- Eligibility Screen
  The Eligibility screen allows you to display the Loan Eligibility screen.
- Loan Information Screen
- Collateral Screen
- Financial Analysis and Authorization Screen
- Document Options Screen
- Summary Documents
- Manage Existing Transactions Screen
- Import Loans Screen

Transaction Workflow

In addition to the main header, a transaction may span multiple screens throughout the application.

This menu is accessible only during an active transaction. It shows the step-by-step flow of tasks and allows you to navigate directly to each page by selecting the corresponding item.

Note:

The application includes an auto-save feature that automatically saves your data as you navigate between pages in the Transaction Workflow.
If you attempt to close the transaction without saving recent changes, a warning message is displayed, prompting you to save your work.