This page will provide support for MD users to manage Mortgage Undertakings.
MD users can access Mortgage Undertakings dashboards to get at-a-glance views of key parameters for all the undertakings and the various activities associated with their properties.
Mortgage Undertaking Dashboard:
All Mortgage Undertakings , CAPEX and Municipal Order projects.
Instructions
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associated with the properties that the MD user has access will be listed here.
The dashboard helps in identifying negative trends and providing overall visibility at-a-glance. The user can see the most significant details here:
1) Property details
2) Undertaking details namely Status, Lender name, Date
3) Number of activities and Number of Overdue activities
The user can filter/access Mortgage Undertakings from this list. Selecting an undertaking from the above list will take the user to the Mortgage Undertakings page of the Property projects module.
The user can also access the undertakings from the Property List/Building List from the top left menu bar 
and selecting "Property Projects" icon 
The property landing page provides links to all property projects:
Selecting the desired project type will open the project list screen.
The user can add a new undertaking from this page. Detailed steps here- https://refineddatasolutions.atlassian.net/wiki/x/JoDDLQ
Selecting an undertaking from the list will display activities and other details associated with that undertaking.
Here, the user can make changes to the status of the Undertaking - Mark As In-Progress, Mark As Open, Mark As Complete. The user can also make changes to other details(Lender details, Documents, Comments) and Update the record.
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Selecting any activity from the Activities list will open the below page showing the activity details.
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