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Application Types

In Axvero, an application can be created for a variety of services, each with its own requirements and workflow. The application type you select determines the information you need to provide, the documents required, and the steps involved in the process.

Common Application Types​

  • Loan Underwriting

    • Used for evaluating and approving loan requests.
    • May require financial statements, credit reports, collateral details, and more.

  • Yearly Tax Application

    • Used for annual tax filing and compliance.
    • May require income statements, tax documents, and supporting evidence.

  • Insurance Application

    • Used for applying for various insurance products (e.g., health, life, property).
    • May require risk assessments, health records, and policy details.

  • Custom/Other Applications

    • Organizations can define custom application types for unique business needs.
    • Requirements and workflow are configured by the organization.

How Application Type Affects the Process​

  • The fields and documents required will change based on the selected application type.
  • Some application types may have additional compliance or review steps.
  • The roles and permissions of applicants and agents may vary depending on the type.

For a step-by-step guide to creating an application, see Application Creation.