Mortgage Undertakings

Mortgage Undertakings will be created by a CAPREIT Administrator to manage the various activities and documentation required.

Mortgage Undertaking activities are tasks that are typically managed by the Admin Coordinators.

Managing Mortgage Undertakings

When a Mortgage Undertaking 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 repair

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

1. From the Mortgage Undertaking Repair Dashboard:

Repairs 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

Selecting the desired project type will open the project list screen.

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

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

First step is to "Start this task"	Enter the Cost/Budget details
Add any attachments relevant to the repair	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. Close this task button will mark the repair task as complete.	All saved details will update in the repair task list screen.