8.14 Comments Tab
When using the Underwriting screen, you can add comments to an application at any time in the underwriting process by using the Comments screen.
Whenever an application is funded by a proxy user, a system generated comment with timestamp is inserted in the comments tab in the format <User 1> actioned as proxy for Funder <User2>. Here, User 1 refers to the logged in user who has acted on behalf of User2, who is the concerned Funder. The concerned Funder’s name will also be selected in Contract Tab > Funder field.
To add comments to an application
- Open the Funding screen and load the application you want to work with.
- Click Comments.
For details on this screen refer Comments Tab section in Underwriting chapter.
Parent topic: Funding