Status Checkpoints |
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Having a series of status checkpoints is a great way to keep your clients informed and provides them relief from some of the mortgage process guesswork. Of course, your online loan manager comes with a couple of default trigger points to get you started. But you may want to create your own checkpoints to meet your particular workflow.
- Hover your cursor over Loan Apps in the toolbar at the top and then click Configure Application in the toolbar that appears.
- Click the Borrower Status tab to see a
current list of your status checkpoints.
- To add a new status item, click Add in the Borrower Status section.
- From the drop-down menu, select User defined loan condition, and then enter the description for the item in the text box.
- Mark whether you want to report the date something was ordered, the date it was received, or both. This is handy for things like the appraisal or title report that may not come in on the same day or require follow up.
- Click OK, when finished.
- Repeat this process until you've added all the necessary status checkpoints.
Once you've defined all of you status checkpoints, you should reorder them. Just click an item in the list and use Move Up or Move Down buttons to move its place in the list.
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