7 Underwriting

This chapter explains how to use the Underwriting screen to complete the following tasks:

• Introduction
  This topic provides information on the Introduction for underwriting. It describes the initial stage of the underwriting process, highlighting objectives, evaluation criteria, and risk assessment methods.
• Underwriting Screen - an Overview
  This topic provides information on the Underwriting Screen. It summarizes the key functions that support application review and underwriting decisions.
• Loading an Application on the Underwriting Screen
  This topic provides information on the loading an application on the underwriting screen.
• Summary Tab
  This topic describes the information about the summary tab.
• Applicant Tab
  This topic describes the information about the applicant tab.
• Business Tab
  This topic provides information on the business, including key details, operations, and associated contacts.
• Request Tab
  This topic provides information on the request tab.
• Decision Tab
  This topic provides information on the decision section. It enables users to view and manage decision details.
• Customer Credit Limit Tab
  This topic provides information on the customer credit limit tab. It enables users to view, and manage credit limit details assigned to a customer, ensuring accurate tracking of financial eligibility within the request.
• Master Account Tab
  This topic provides information on the master account section. It enables users to view and manage details of the primary account that governs linked sub‑accounts, ensuring centralized control and consistency across the request.
• Bureau Tab
  This topic provides information on the Bureau. It enables users to view and manage bureau‑related data such as credit reports, scores, and customer history retrieved from external credit bureaus.
• Collateral Tab
  This topic provides information on the collateral tab.
• Comments Tab
  This topic provides information on the Comments, which allows users to record and review notes or feedback.
• Tracking Tab
  This topic provides information on the Tracking tab, which records monitoring details, status, and related activities.
• Document Tab
  This topic provides information on the Document, which stores and manages related files and records.
• Verification Tab
  This topic provides information on the verification tab, which records validation details and confirms data accuracy.
• Correspondence Tab
  This topic provides information on the Correspondence tab, which records and manages communication details and related documents.
• Tools Tab
  This topic provides information on the tools tab, which offers utilities to assist with managing and processing records.
• Review Request
  This topic provides information on the Review Request tab, which records and manages requests submitted for evaluation and feedback.