Mortgage Undertakings
MD users can access Mortgage Undertakings dashboards to get at-a-glance views of key parameters for all the undertakings and the various activities associated with the buildings and sites they have access.
Mortgage Undertaking Dashboard
Mortgage Undertaking Activities Dashboard
Extract Undertakings/Undertaking Activities
The Property Projects Dashboards can be accessed by selecting 
from the top left menu bar 
Selecting from the options below will launch the Mortgage Undertakings dashboards.
Mortgage Undertaking Dashboard
All Mortgage Undertakings associated with the properties that the MD user has access will be listed here.
The dashboard helps in identifying negative trends and providing overall visibility at-a-glance. The user can see the most significant details here:
1) Property details
2) Undertaking details namely Status, Lender name, Date
3) Number of activities and Number of Overdue activities
The user can filter/access Mortgage Undertakings from this list. Selecting an undertaking from the above list will take the user to the Mortgage Undertakings page of the Property projects module.
From any page in this workflow, clicking on Back to Dashboard will take the user back to Mortgage Undertaking dashboard.
The user can also access the undertakings from the Property List/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.
The user can add a new undertaking from this page. Detailed steps here.
Selecting an undertaking from the list will display activities and other details associated with that undertaking.
Here, the user can make changes to the status of the Undertaking - Mark As In-Progress, Mark As Open, Mark As Complete. The user can also make changes to other details(Lender details, Documents, Comments) and Update the record.
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Selecting any activity from the Activities list will open the below page showing the activity details.
From any page in the module, clicking on the left menu bar , selecting Switch To and Portfolio Dashboards will take the user to the Dashboard page.
Mortgage Undertaking Activities Dashboard
All Mortgage undertaking activities associated with the properties that the MD user has access will be listed here. This dashboard is helpful as this reports the list of all Open/Pending/In Progress activities and their high-level details without having to enter the individual properties.
The below details are captured for each activity and the user can filter/access any activity from the list.
Selecting any activity from the list opens the Activity page as below, where the user can check all details pertaining to the activity.
Clicking on Back to Dashboard will take the user back to Mortgage Undertaking Activities dashboard.
Extract Undertakings/Undertaking Activities
From both the dashboards, the users can extract Undertakings/Undertaking Activities to a CSV file by following the steps below.
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Clicking on extract will download a csv file to the user's local machine.
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