Viewing Loan Exceptions

  1. Click the Loans with Deficiencies link under the Management menu.  

  2. Select the loan for which the exceptions are to be displayed from the Loans grid then click the Loan Detail button to display the Loan Details screen.

  3. Click the Workflow tab then click the Expand button next to a stage in red in the Stage grid to display the Document sub-grid.

  4. Click the Expand/Contract button next to a document in red in the Document grid to display the Exception sub-grid.

  5. Select the desired exception and click the Exception Details button to view the details of the exception for the selected loan.

  6. Click the Close button to exit the Exception Details screen and return to the Workflow tab.

  7. Click the Exception Report button in the Action bar to display the Exceptions/Deficiencies Report for the selected loan (if necessary).

  8. Click the Detail button to return to the Loan Info tab, or click the Back button to return to the Loans with Deficiencies screen.

 

See the section titled Loans with D Exceptions in the technical portion of this guide for further details.