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Mortgage Undertakings

Mortgage Undertakings will be created by a CAPREIT Administrator to manage the various activities and documentation for a mortgagerequired.   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 repair is created it is assigned as a task, by default, to the Admin Coordinator assigned to that site.

The Admin Coordinator will receive an email notification of the new activity:repair

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Once received, the Admin Coordinator can access the task in one of two ways from the Refined Risk Application.

1. From the Mortgage Undertaking Activity Repair Dashboard:

Activities Repairs assigned to a given Admin Coordinator will be listed and can be filtered / accessed from this dashboard

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2. By accessing the Building List: from the top left menu bar and selecting "Property Projects" icon 

The property landing page provides links to all property projects:

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

Managing Mortgage Undertaking

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Repairs

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

First step is to "Start this task"

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Image Added	Enter the Cost/Budget details

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Add any attachments relevant to the

activity

repair

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Comments can be added for other project assignees to view / comment

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Image Added 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.  Image Added Close this task button will mark the repair task as complete.

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All saved details will update in the repair task list screen.

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