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.

Use the Approve button to submit the loan application for further processing.

Use the Evaluate loan application number for applicant page to check all loan and business information for a loan application.

Use the Underwriting tab to record your underwriting decision.

Use the Claim button to assign this task to yourself if multiple loan underwriters are presented with this task.

Performing the Underwriting Review for a Loan Application

You have completed the Performing the Underwriting Review for a Loan Application topic.

Double-click the Task object.
Click the Underwriting tab.
Click in the Comments field.
Enter the desired information into the Comments field. Enter
a valid value
e.g.
"This loan application can be processed further."
.
Click the Application Approved option.
Click the Approve button.
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