Underwriters can select a proposal as the final offer and share it with other
underwriters or with dealers to further the decisioning process. Underwriters can assign an action
item to review the offer right from the Application Form Product record page, and the selected
proposal is shared with the participant specified as the assignee of the action item. Admins can
also set up other custom tasks that underwriters can assign as action items, such as verifying
documents, or submitting a new application.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To create action items: |
Vehicle and Asset Lending permission set |
Also, the Digital Lending: Evaluate Review Offer Action Item must be cloned and activated for
use. See Configure the Review Offer Flow in Vehicle and Asset
Lending.
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From the App Launcher, find and select Vehicle & Asset Lending
Console.
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Go to the Application Form Products tab.
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On the list view page, select a record.
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Go to the Proposals tab.
All proposals that are either active and in prequalified or Final stage, or inactive and
in the Final stage are displayed. Only inactive prequalified proposals are not
displayed.
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To select a proposal as the final offer, click Select on a proposal
card on the Proposals tab.
When you select a proposal, any previously selected proposal will no longer be selected.
The current selected proposal is marked inactive. When you confirm the changes, a final
proposal is automatically created with a new identifier and is marked active, and it inherits
the details and stipulations of the selected proposal.
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In the Action Items component, select an assignee.
Only users who are added as members of a participant group are available for selection
as an assignee. If the proposal requires further review, assign it to an underwriter. If
the proposal is ready for a final decision or requires rehashing, assign it to a
dealer.
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Select Review Offer as the task type.
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Enter a subject and a description.
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Select a due date by which the action must be completed.
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Click Submit Action Item.
The assignee receives an email notification for the action item.
