Adding an Inquiry

Adding an Inquiry collects data to prepare for a transaction. An Inquiry can be converted to a transaction.

To add a new inquiry from the Inquiries grid:

1. Add an inquiry and open the Details page by one of the following methods after opening the Dashboard:
   • Select +ADD on the Inquiries grid. Select a line of business (Example: Mortgage).

     

   • Select + Inquiry on the Inquiries dashboard.

     

   

2. Edit the information in the header by selecting the Amount, Closing Date, and Assignee items and entering information as applicable.

   

3. Select Edit in the Overview section.

   

4. Complete Loan Details for the Overview section and select Save. After completing Loan Details, the new Inquiry Name displays at the top of the Inquiries page.

   

5. Add borrowers as needed. To add a borrower, select +Add in the Borrowers section. Search for or create a new borrower. Select Add.
   
   • To search for a borrower, enter a name in the Search box. Select a borrower from the list.
   • To add a new borrower, select Create New. Complete the Add Borrower page.

     

     Note:

     To edit or delete a borrower, select next to a borrower name and select Edit or Delete.

     

6. Add collateral as needed.
   • Select +Add in the Collateral section.
     
   • Select the arrow next to Collateral Type. Select a type from the list or search for collateral.

     

   • Enter a value.
   • Select Add.
   Note:

   • To edit or delete collateral, select next to a borrower name and select Edit or Delete.

     

7. After completing the New Inquiry page, the Inquiry can be converted to a transaction. Select Converting an Inquiry to a Transaction for more information.