2.2.1 Search/Task Tab

This topic provides information on searching for an application.

To view the Search/Task screen during Loan origination

1. On the Origination, click Origination. Under Origination, click Search/Task.

   The Search/Task screen displays.

   Figure 2-4 Search/Task Tab

   
   

   
   Description of "Figure 2-4 Search/Task Tab"

   
   
2. Click the Search Criteria tab.

   The Search Criteria details are displays.

   Figure 2-5 Search Criteria

   
   

   
   Description of "Figure 2-5 Search Criteria"

   
   
   The search tab enables user to locate an application using a broad range of search criteria.

   • During Loan origination, the results are sorted according to the priority of application and application identification number. However user can sort the records using any criteria.
   • If user try to open an application which is already opened by another user, system displays an alert message indicating “Application is locked by <User Name> Phone <phone number>”.

   The Search Results/Task screen.

3. On the Results screen, select the application user want to load and click Open Application.
   The system loads the application on the respective screen.

   Figure 2-6 Results Screen

   
   

   
   Description of "Figure 2-6 Results Screen"

   
   

   User are now ready to begin work on the application.