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 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

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 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. Close this task button will mark the repair task as complete.	All saved details will update in the repair task list screen.