Mortgage Undertakings

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

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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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Selecting the project will display activities/repairs associated with that project.

Managing

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Mortgage Undertaking

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Activities

Once in the Activity Screen, the Admin Coordinator can manage the task using the following steps:

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