1. Line Origination User Guide
  2. Funding
  3. Summary Tab

8.4 Summary Tab

The summary screen provides a unified view of the application details without navigating to the respective screens/ sub-tabs.

Using this screen, the user can view the applicant details, asset details, ratios (only for Primary Applicant), trade-In, requested details, approved details, itemization, decision history, alerts, comments, and checklist details in the respective section.

To view the Summary
  1. Open the Funding screen and load the application you want to work with.
  2. Click Summary.

    Figure 8-2 Summary-Line


    Description of Figure 8-2 follows
    Description of "Figure 8-2 Summary-Line"

    For details on this screen refer Summary Tab section in Underwriting chapter.

Parent topic: Funding