1. Finance Guide
  2. Creating a Policy Exception at the Borrower Level

Creating a Policy Exception at the Borrower Level

You can also create a policy exception at the borrower level.

To create a policy exception at the borrower level

  1. Navigate to the Commercial Loan screen.

  2. In the Request list, drill down on a commercial loan request.

  3. Click the Policy Exception view tab.

  4. In the Borrower list, select a borrower.

  5. In the Borrower Policy Exception list, add a record and complete the necessary fields.

  6. In the Comments field, type a detailed explanation for the policy exception.