Product Feature Guide
Table of Contents
Delete a Decline/Cancel Reason
Introduction
Decision Reasons are used to help automate the application workflow as it moves through the pipeline. They provide structured, consistent reasons for declining, canceling, or marking an application as pending. These reasons could include being flagged as high risk, a duplicate deal being adopted, or awaiting document submissions. Users can set up custom decision reasons within the Decision Reasons section of the Manager Portal.
To navigate to the Decision Reasons section, follow these steps:
- Go to the Manager Portal from the top menu.
- In the left sidebar, select Decision Reasons.
By default, this opens the Decline/Cancel Reasons section. Select the Pending Reasons tab to view and manage reasons specifically for marking applications as pending.
Features & Functionality
The features and functionality in the Decline/Cancel Reasons and Pending Reasons sections are identical.
Search Box - Located at the top left, this feature allows you to search for decision reasons within the selected section (Decline/Cancel or Pending). In the search box, you are able to enter text/keywords related to the previously created decision reasons. All decision reasons with the search criteria in them will appear in a list view.
Sort the Decision Reason List - Sort columns in ascending or descending order by clicking the arrow next to the heading title. When the arrow is facing upwards, the list is sorted in ascending order. When it is facing downwards, the list is sorted in descending order. When you sort the list, the arrow in the column of which you sorted will hold in place to indicate what your sort criteria was.
| Ascending: | Descending: |
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Type - A category for the decline or cancellation (e.g., Lender Declined). This field is only present in the Decline/Cancel Reasons section.
Reason - The explanation for declining, canceling, or marking the application as pending (e.g., Waiting for Approval). This field has a 255-character limit.
Ellipsis - Clicking on the ellipsis opens up the option to delete a decision reason.
Scroll Bars - Located to the far right of the screen, this feature allows you to scroll upwards and downwards, enabling you to view content that extends beyond the visible area of the page.
Items Per Page - Depending on the size of your list, you may have more than one page of decision reasons. To navigate through pages, use the Items Per Page navigation at the bottom right hand side of your screen. With this functionality you can indicate how many items per page you would like to see in groups of 10, 15, 25, 50, or 100. You can also see how many pages there are, and scroll forwards and backwards through the pages if need be.
Adding a Decline/Cancel Reason
To create a new decline/cancel reason, follow these steps:
- Navigate to the Decline/Cancel Reasons section.
- Click on the Add New Decline/Cancel Reason button (i.e. the green plus button).
- Input the data into the relevant fields in the sidebar.
The fields consist of Type and Reason. Both fields are required. This is indicated by the asterisk to the right of the field header and the red underlining of a field when a line does not meet the requirements. There is a character maximum in the reason field which is 255 characters.
- Click on the Add Reason button.
The newly added decline/cancel reason will populate in the list and can be used in the application when completing the Mark as Declined or Mark as Cancelled workflow.
Editing a Decline/Cancel Reason
To edit the details of a Decline/Cancel Reason, follow these steps:
- Locate the Decline/Cancel Reason you wish to edit.
- Click on the field that needs to be updated.
- Update the data as necessary in the field.
Changes are saved automatically.
Deleting a Decline/Cancel Reason
To delete a decline/cancel reason, follow these steps:
- Locate the Decline/Cancel Reason you wish to delete.
- Click on the ellipsis to the far right and select Delete.
Your selection will be removed from the list.
Note: Deleted decline/cancel reasons will remain visible on any applications where they were previously applied, ensuring that past application records are not changed or affected by the deletion.
Add a Pending Reason
- Navigate to the Pending Reasons section.
- Click on the Add New Pending Reason button (i.e. the green plus button).
- Enter the Reason in the sidebar.
- Click on the Add Reason button.
The newly added pending reason will populate in the list and can be used in the application when completing the Mark as Pending workflow.
Edit a Pending Reason
To edit the details of a Pending Reason, follow these steps:
- Locate the Pending Reason you wish to edit.
- Click on the field that needs to be updated.
- Update the data as necessary in the field.
Changes are saved automatically.
Delete a Pending Reason
To delete a pending reason, follow these steps:
- Locate the Pending Reason you wish to delete.
- Click on the ellipsis to the far right and select Delete.
Your selection will be removed from the list.
Note: Deleted pending reasons will remain visible on any applications where they were previously applied, ensuring that past application records are not changed or affected by the deletion.