Loan Summary

Use the Loan Summary to record basic borrower and loan information. On the Loan Summary you can Enter borrower details, credit information, subject property information, and loan transaction details. You can also view milestone information and complete the qualification milestone.

To Complete the Qualification Milestone

1. From the Loan Summary, tap Finish next to the Qualification entry in the Milestones section.
2. Select a user, or select a user group, to assign to the next milestone.
3. Tap Confirm.

Note: You are not able to complete the Qualification milestone if your company uses a custom workflow that omits the Qualification milestone.

See Also:

Ordering Credit

Product and Pricing

 

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