The Property Projects module in the new Capreit Risk Management system will replace the previous MUMS (Mortgage Undertaking Management System) for the management of Mortgage Undertakings, CAPEX and Municipal Order Projects.
Below you will find documentation on how to navigate and use the new Property Projects system.
Instructions
- 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:
| |
|---|---|
The add button (bottom right) will add a new Mortgage Undertaking.
| 2.Start with the Mortgage Undertaking number and lender then click "Save"
|
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).
|
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.
|
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.
|
Related articles