View conditions across loans
Open Conditions. Search by condition title, loan, or borrower. Use the status filters to focus on outstanding, received, satisfied, or waived requirements. Select sortable column headings to reorder the queue.
The queue includes the condition’s loan, borrower, category, responsible party, status, and due date. Access depends on your role and permissions.
Add a condition to a loan
- Open the loan and select Conditions.
- Select the add-condition action.
- Enter the requirement and complete the category, responsible-party, and date fields presented by the form.
- Save and confirm the condition appears on the loan.
Categories include Broker, Borrower, Escrow, TRID, Underwriting, Clear to Close, and Other.
Update the status
| Status | How to use it |
|---|---|
| Outstanding | The requirement is still open |
| Received | The requested information has arrived and may need review |
| Satisfied | The team has reviewed and accepted the requirement |
| Waived | The team has recorded that the requirement is waived |
Use the status selector on the condition. Wait for the update to finish before moving on. A received document may still need review before the associated condition is satisfied.
Work with documents
Open the same loan’s Documents tab to review the supporting files. See Documents & extraction for uploads and extraction results.
Remove a condition
Use the removal action only when permitted. Confirm the condition title in the confirmation prompt so you remove the intended requirement.