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Siebel eFinance Guide > Commercial Loans > End-User Procedures >
Reviewing an Underwriting Standard
Before submitting a loan request, loan officers must determine whether the request conforms to the organization's underwriting standard.
To review an underwriting standard
- Navigate to the Commercial Loan screen.
- From the Show drop-down list, select My Requests.
- In the Request list, select a commercial loan request.
- In the Request form, select a portfolio to which the borrowers belong in the Portfolio field.
- Click the Request Detail view tab.
The Underwriting Standard list is populated with the standard for the selected portfolio.
- Update the fields as needed.
NOTE: To enter the underwriting standard for a portfolio, see To set up a commercial loan underwriting standard.
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Siebel eFinance Guide Published: 20 October 2003 |