7.7.1 Itemization Sub Tab

This topic provides information on the itemization tab.

The Itemizations sub tab enables user to add or verify any itemized amounts associated with the application. The list of itemizations is determined by the product user select in the master screen during the application entry process. The Itemizations sub screen displays an itemization record of the amount financed, such as the cash price, cash down payment, trade-in, unpaid cash price balance and so on. Information that was entered on the Itemization sub screen during the application entry process will appear in the Requested Amt column. Information that user enter as an underwriter in the Approved Amt column will appear in the Itemizations sub tab on the Underwriting screen.

Application request details need to be essentially entered in the itemization sub tab for pre-screening to be successful. Else, the system displays error and application would not proceed to the next level in work flow. The details of down payment, trade-in, insurance, fees etc. and the total sale price are recorded under itemization.

To add or view itemizations

1. On the Origination, click Origination. Under Origination, click Underwriting.
2. Under Underwriting, click Request. Under Request, click Itemization.
3. Perform any of the Basic Operations mentioned in Preface.
   A brief description of the fields is given below:

   Table 7-25 Itemization

   Field	Description
   Itemization	View the itemization.
   +/-	View whether the itemized amount is added or subtracted from the Loan amount.
   Requested Amt	Specify the requested amount.
   Comment	Specify a comment.

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