7.19.6 E-mailing Review Request

This topic provides information on the E‑mailing review request function, which enables users to dispatch review requests through email to designated recipients.

While system updates My Pending Review Requests By Priority section in the Dashboard to notify user about the new requests, user can also e-mail a review request to both the originator and a receiver, as applicable. The system will use e-mail address recorded for both the originator and receiver in Setup, click Administration. Under Administration, click User. Under User, click User Definition section.

To E-mail a review request

1. On the Origination, click Origination. Under Origination, click Simple Application Entry / Application Entry / Underwriting / Funding screen and select Review Requests tab.
2. In Email section, click Originator to send the message to the person listed in Originator field.
   -or-
3. Click Receiver to send it to the person listed in the Receiver field.

The system emails the details of selected record to e-mail address recorded in user setup.