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 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.
The Admin Coordinator will receive an email notification of the new activity:
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 Dashboard:
Activities assigned to a given Admin Coordinator will be listed and can be filtered / accessed from this dashboard
|
|---|
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:
Selecting the desired project type will open the project list screen.
Selecting the project will display activities/repairs associated with that project.
Managing Mortgage Undertaking Activities
Once in the Activity Screen, the Admin Coordinator can manage the task using the following steps:
First step is to "Start this task"
| Enter the Cost/Budget details
|
|---|---|
Add any attachments 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. |
Related articles