View

View

  • Users can view prior submissions by clicking the 'view' button in the pipeline.

The 'View' button in the pipeline will become active under certain circumstances:

  • The loan should be in the 'Active Loan' or 'Prospect' folder.
  • The loan's progress should be within a specific list of milestones such as 'Approval', 'Doc Request', 'Docs Out', 'Docs Signing', 'PTF', 'Funding', 'Shipped', 'Purchased', 'Servicing', 'Reconciled', and 'Completion'.

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