2.10 Offer Issue Stage

This topic describes the information on the various data segments to generate the offer in the Offer Issue stage.

After due diligence and Assessment approval, the Application will move to the Offer issue stage where the Approver will generate the offer letter. As a reference, the relevant completed data segments will be made available to the Approver before the application can be moved to the next stage. These completed data segments are from the Application Underwrite Stage and Application Assessment Stage. The data segments are displayed in view only mode for the Approver to browse.

To perform actions on issued offer:

1. Scan the records that appears in the Free Task list.
2. Click Acquire and Edit or Acquire from the Action column of the appropriate record. The Offer Issue stage is displayed.

In the Offer Issue stage, provide the required details under each data segment. The Offer issue stage has the following reference data segments:

• Credit Rating Details: - For detailed information, refer the Credit Rating Details data segment in the Loan Underwriting stage.
• Valuation Details - For detailed information, refer the Valuation Details data segment in the Loan Underwriting stage.
• Legal Opinion - For detailed information, refer the Legal Opinion data segment in the Loan Underwriting stage.

Refer below chapters for detailed information on data segment that are editable.

• Assessment Summary
  This topic provides the systematic instructions to view the assessment summary of the Savings Account application.
• Offer Issue
  This topic provides the systematic instructions to capture the offer issue date and generate the offer letter.
• Summary
  This topic describes systematic instructions to view all the details of offer issue.