Command Palette

Jump to a view or workstream

Underwriting

The control function — a go/no-go against the credit union's guidelines, kept independent (no incentives here). What to do: review the cured file, then approve it to process, return it to the MSR with what's missing, or deny it with a reason. Capturing the denial reason is new: the prior system never did, it only lived in Symitar' STATUS.

Queued4
Cured files waiting for an underwriter to pick up.
UND-12Personal
Ian McBride
$1,116
Pledged collateral · member since 2023
APR28.23%
CLP
KMKaren Mills
0/1
1d
0
UND-10Auto
Priscilla Gage
$58,711
New vehicle · member since 2023
APR5.10%
CLP
KMKaren Mills
0/1
2d
0
UND-2Auto
Wendell Boone
$26,395
New vehicle · member since 2023
APR15.50%
CLP
KMKaren Mills
0/1
6d
0
UND-9Credit Card
Felix Arroyo
$1,000
Diamond Cashback 10% Credit Card · member since 2023
CLP
KMKaren Mills
0/1
5d
0
In Review5
Underwriter reviews the file against the credit union's guidelines.
UND-7Personal
Bianca Ford
$15,000
Debt consolidation
DTI38%APR10.24%
CLP
KMKaren Mills
0/1
6d
Aug 22
0
UND-4Auto
Gwen Tobias
$54,145
Used vehicle · member since 2023
APR17.84%
CLP
KMKaren Mills
0/1
7d
0
UND-8Motorcycle / RV
Hugo Meyer
$16,600
RV / powersport · member since 2023
APR11.16%
CLP
KMKaren Mills
0/1
5d
0
UND-11Auto
Lena Frost
$18,461
Used vehicle · member since 2023
APR4.64%
CLP
KMKaren Mills
0/1
1d
0
UND-1Auto
Isla Brennan
$37,835
Used vehicle · member since 2023
APR6.71%
CLP
KMKaren Mills
0/1
7d
0
Approved2
Cleared to process and fund.
UND-3Auto
Tessa Lowe
$27,000
2022 Toyota Tacoma
DTI31%LTV89%APR6.74%
CLP
KMKaren Mills
1/1
7d
Aug 20
0
UND-5Auto Refi
Grant Fisher
$19,200
2020 Honda CR-V
DTI27%LTV88%APR6.49%
CLP
KMKaren Mills
1/1
7d
Aug 20
0
Returned to MSR1
Sent back with conditions or missing items to resolve.
UND-6HELOC
Nathan Pope
$60,000
Primary residence · member since 2014
DTI41%
HEP
KMKaren Mills
2/2
7d
Aug 25
0
Denied0
Declined, with the reason captured for the audit trail.
Drop here