1. Line Origination User Guide
  2. Underwriting
  3. Document Tab
  4. Checklist Sub Tab

7.15.1 Checklist Sub Tab

The Checklist sub tab enables you to view tasks performed during the underwriting process.

To view the underwriting Checklist screen
  1. Click Document > Checklist.
  2. If the Checklist section is empty, click Load Checklist in the Checklist section.
  3. In the Checklist Actions section, click Regular sub tab.
  4. In Checklist Actions section, complete the tasks listed in the Checklist Action column.
  5. Use the Yes/No/NA buttons in the Yes No NA column to indicate whether you completed the task or not.
  6. Use the Comment field to add remarks regarding any of the tasks, if you choose.
  7. When you are finished completing the tasks, choose Complete in the Checklist section.
  8. Click Save.
  9. In the Checklist Actions section, click the Documents sub tab.
  10. In the Documents section, select the record you want to work with and click View in the Details column.
  11. In the Documents section, view the following information:

    Table 7-60 Documents

    Field Do this
    Action View the action to be performed.
    Document Type View the document type.
    Document Sub Type View the document sub type.
    Status Select the status of the action.
    Response Use the Yes/No/NA buttons to indicate whether or not you completed the task.
    Comment Specify comment.

Parent topic: Document Tab