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
Step 3: GO TO SUMMARY SCREEN
- Change New Status to CLOSED
- CLICK ON UPDATE STATUS
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