Transaction Summary

The Transaction Summary page includes Details, Tasks, Attachments, and Comments tabs.

Transaction Name/Loan Information

The following information is included at the top of the page.
  • The transaction name includes the loan number, primary party name, and inquiry name.
  • Information displays for the following:
    • Type indicates the line of business.
    • Amount indicates the amount requested.
    • Closing Date indicates the date the loan will close.
    • Organization displays only if the transaction has been imported from ComplianceOne Lending and indicates the organization in ComplianceOne Lending where the transaction originated.

Actions

The following actions can be accessed from the ellipsis icon at the top of the Summary page.

View Summary

Select the ellipses and select View Summary to go to the View Summary page for detailed information about the inquiry and access to additional actions.

Apply, Stop, and Remove Process

Select the ellipses icon next to a transaction on the Transactions grid and select Apply Process, Stop Process, or Remove Process. Available options will depend on the status of the transaction.