- Performing the Underwriting Review for a Loan Application
- Performing the Underwriting Review for a Loan Application
- Use the
- My Tasks
- page to view all loan applications on which you have to act.
- The
- My Tasks
- page automatically opens after you log into Oracle Business Process Management Workspace.
- Select the loan application task you want to perform an underwriting review on.
- Click the task to open it in the
- Task Details
- section. Double-click the task to open in a new window. In this example, you will double-click the task.
- You have completed the
- Performing the Underwriting Review for a Loan Application
- topic.
- After reviewing the loan application, record your underwriting decision.
- You can add an optional comment.
- Use the
- Approve
- button to submit the loan application for further processing.
- Use the
- Evaluate Loan Application
- page to check all loan and applicant information for a loan application.
- Use the
- Claim
- button to assign this task to yourself if multiple loan underwriters are presented with this task.
- Use the
- Underwriting
- tab to record your underwriting decision.
- Original Path
- Task
- Underwriting
- Comments
- Comments
- Application Approved
- Approve
- As a loan underwriter, you review a loan application after all needed checks are completed and decide whether to approve or reject it.
- In this topic, you will perform the underwriting review for a loan application.