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- Adding a new Mortgage Undertaking, CAPEX or Municipal Order project
- Steps for Managing Directors (MD) and Administration Coordinators
- Dashbaords
Adding a new Mortgage UndertakingFirst, locate the property/site for the project:
From the property landing page, access Mortgage Undertakings from the Projects Overview dashboard or the left bar menu:
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The add button (bottom right) will add a new Mortgage Undertaking.
| 2.Start with the Mortgage Undertaking number and lender then click "Save"
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Once Saved, project details can be added, starting with any activities required for the Mortgage Undertaking:
| Activities can be labeled as mandatory (default) with a due date, expected start, expected completion and assigned to a user or user group (role).
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Activity Assignments: Once Activities are created and assigned, the person(s) assigned the activity will receive a notification: | The Documents tab will allow adding or linking documents relevent to the Mortgage Undertaking such as Mortgage Certificates.
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The option to "Link Document" will access any report already available in the Refined Risk system and allow a link to this report to be available directly from the Mortgage Undertaking:
| Comments can be added in the Comments tab for those accessing the Mortgage Undertaking: Internal Comments are only visible to CAPREIT employees / whereas external comments can also be visible to external users and vendors.
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