Manual Process to Force Deal into Accepted Status in Order to Close Your Deal in Filogix Expert

In Filogix Expert, sometimes lenders do not respond electronically so the brokers have to perform some manual steps in order to force the deal in to the accepted status. The purpose is to activate our CRM program - Client Manager. If the deal is not set to closed, then clients will not receive automated emails on specific mortgage related dates. Please follow these steps to accomplish this:

 

Step 1: GO TO LENDER SUBMIT SCREEN

  • Change Lender Type to PRIVATE
  • Change Submission Method to MANUAL
  • Change Lender to OTHER
  • Click PRINT APPLICATION Button

 

Step 2: GO TO LENDER RESPONSE SCREEN

  • Click on +Add Manual Response Button (see screenshot below)
  • Change Lender Submission – choose from drop down the manual submission
  • Change Response Decision to APPROVED
  • Click OK
  • Click SAVE CHANGES

Manual_Response_Expert.png

 

Step 3: GO TO SUMMARY SCREEN

  • Change New Status to CLOSED
  • CLICK ON UPDATE STATUS

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.