Processing Applications (Compliance)

Application processing in ExactEstate is streamlined and efficient. This page will discuss compliance process applications.

Looking for processing management information? Learn about Management Processing.

Note

The capability of the search and filtering options with our tables can be seen in the Table Functionality section of the Getting Started section of this guide.

Step 1

To begin processing as compliance, click on the tab "Processing (C)" in the side navigation.

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Step 2

Find the application you want to process in the table. Once you've found your application, click on the row to navigate to the processing page.

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Step 3

The processing page is where compliance can make a decision on an application. You can also view the application and income certification data from this page.

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Step 1

To make a decision on an application, select an option from the "Current Overall Status" card.

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Step 2

Click the "Update" button to submit your decision.

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Step 1

To cancel an application, first click on the tab "Processing (C)" in the side navigation. This will take you to a table laying out all active applications.

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Step 2

Find the application you want to cancel in the table. A canceled application will have a red strikethrough, and a "YES" in the Canceled column.

Once you've found your application, click on the row to navigate to the processing page.

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Step 3

Once you are on the processing page, find the button labeled "Cancel" on the Current Overall Status card.

Note: The application is canceled immediately after pressing cancel. There is no need to press "Update" to cancel an application.

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Step 4

Once you have successfully canceled an application, the Current Overall Status will update to reflect this.

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Step 1

To restore a canceled application, first click on the tab "Processing (C)" in the side navigation. This will take you to a table laying out all active applications.

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Step 2

Find the application you want to restore in the table. A canceled application will have a red strikethrough, and a "YES" in the Canceled column.

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Step 3

Once you are on the processing page, find the button labeled "Remove Cancellation" on the Current Overall Status card.

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Step 4

Once you have successfully restored a cancelled application, the Current Overall Status will update to reflect this.

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