7.13 Comments Tab

This topic provides information on the Comments, which allows users to record and review notes or feedback.

When using the Underwriting screen, user can add/delete comments to an application at any time in the underwriting process by using the Comments screen.

Whenever an application is decisioned by a proxy user, a system generated comment with timestamp is inserted in the comments tab in the format <User 1> actioned as proxy for Underwriter <User2>. Here, User 1 refers to the logged in user who has acted on behalf of User2, who is the concerned Underwriter. The concerned Underwriter’s name will also be selected in Application section Proxy for Underwriter field.

To add comments

1. On the Origination, click Origination. Under Origination, click Underwriting. Under Underwriting, click Underwriting tab.
2. Under Underwriting tab, click Comments sub tab.

   The Comments screen displays.

   Figure 7-14 Comments

   
   

   
   Description of "Figure 7-14 Comments"

   
   
3. Perform any of the Basic Operations mentioned in Preface.
   A brief description of the fields is given below:

   Table 7-57 Comments

   Field	Description
   Alert	Check this box to make the comment appear on the Customer Service screen Alert section.
   Type	Select the type of comment user are adding.
   Sub Type	Select the sub type of comment user are adding.
   Comment	Specify the comment.
   Comment By	The system displays user ID.
   Comment Dt	The system displays commented date and time stamp.

4. Perform any of the Basic Actions mentioned in Preface.

This section consists of the following topic:

• Deleting Comments
  This topic provides information on deleting comments, which enables users to remove existing notes or feedback from the record.