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Mortgage Undertakings will be created by a CAPREIT Administrator to manage the various activities and documentation for a mortgage. Mortgage Undertaking activities are tasks that are typically managed by the Admin Coordinators.
Managing Mortgage Undertakings
Managing Mortgage Undertaking Activities
Managing Mortgage Undertakings
When a Mortgage Undertaking activity is created it is assigned as a task, by default, to the Admin Coordinator assigned to that site.
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First step is to "Start this task"
| Enter the Cost/Budget details
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Add any attachments relevent relevant to the activity
| Comments can be added for other project assignees to view / comment
Note: by clicking "Restricted Comment" the comment will only be viewable by the roles listed on the right. Otherwise comments will be made public to anyone with access to the project/task. |
Selecting "Update Record" will save new information.
| All saved details will update in the repair task list screen. |
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