8.4 Summary Tab

This topic provides information on the summary tab, which displays an overview of funding records for easy reference and management.

The summary screen provides a unified view of the application details without navigating to the respective screens/ sub-tabs.

Using this screen, the user can view the applicant details, asset details, ratios (only for Primary Applicant), trade-In, requested details, approved details, itemization, decision history, alerts, comments, and checklist details in the respective section.

To view the Summary

1. On the Origination, click Origination. Under Origination, click Funding.
2. Under Funding, click Funding tab. Under Funding tab, click Summary.

   The Summary screen displays.

   Figure 8-2 Summary - Loan

   
   

   
   Description of "Figure 8-2 Summary - Loan"

   
   

   For details on this screen refer Summary Tab section in Underwriting chapter.