Creating a Policy Exception at the Facility Level

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

To create a policy exception at the facility 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 Loan Facility list, select a facility for the borrower.

6. In the Loan Facility Policy Exception list, add a record and complete the necessary fields.

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