Product Feature Guide
Table of Contents
Adding a New Decline/Cancel Reason
Deleting a Decline/Cancel Reason
Editing a Decline/Cancel Reason
Introduction
Decline/Cancel reasons are created to help automate the workflow of an application going through the stages of the pipeline and provide structured and consistent reasons for a user/company to decline an application. Reasons for a decline can vary such as, an applicant previously declaring bankruptcy due to speculation of mortgage fraud. You are able to set up your own decline reasons in the Decline Reasons section of Manager Portal. You can utilize these decline reasons, as well, when manually declining an application in the Pipeline View.
Location
To locate the Decline/Cancel Reasons section:
- Navigate to the Manager Portal from the top menu.
- In the sidebar on the left, select the Decline/Cancel Reasons option.
Features & Functionality
Search box - Located at the top left corner of the section. In the search box, you are able to enter text/keywords related to the previously created decline/cancel reasons. All decline/cancel reasons with the search criteria in them will appear in a list view.
Sort the Decline/Cancel Reason List - Columns can be sorted by ascending or descending order by clicking on the arrow to the right of 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.
Type - The type of decline the reason is categorized under (e.g. Lender Declined).
Reason - The reason for declining the application (e.g. Previously bankrupt). Note: there is a character limit in this field which is 255 characters.
Ellipsis - Clicking on the ellipsis opens up the option to delete a decline/cancel reason if necessary.
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 decline/cancel 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 New Decline/Cancel Reason
To create a new decline/cancel reason, follow these steps:
- Click on the Add New Decline/Cancel Reason button.
- Input the data into the relevant fields in the pop-up window.
The fields consist of Type and Reason.
Note: All 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.
- When you are done updating the information, click on the ‘Create Decline/Cancel Reason’ button.
Deleting a Decline/Cancel Reason
To delete a decline/cancel reason, follow these steps:
- Find the Decline/Cancel Reason you wish to delete.
- Click on the ellipsis to the far right and select the “Delete” option.
Your selection will be removed from the list.
Editing a Decline/Cancel Reason
To edit the details of a Decline/Cancel Reason, follow these steps:
- Find the Decline/Cancel Reason you wish to edit.
- In the line of the reason, find the field you wish to edit and click on it.
- Update the data as necessary in the field (See example below).
The system will automatically save any updates made.
Before:
After:
