The Post Approval Actions page allows you to record a variety of post approval actions.

• Click on Closing Requirements.
• Click on Post Approval Actions
• Click the Add button. The Add Post Approval Action pop-up will appear.

• Select the Post Approval Type. When you choose your Post Approval Type an additional section may appear
• Enter the Action Number. This is the count of post approval actions carried out on the loan.
• Use the Action Types drop down menu to select an the type of post approval action this is. Your site administrator can add additional types to this dropdown menu by following the steps here.
• If an additional section generated based on the approval type you selected, fill in the section.
• Fill out the reason and the prepared by drop down menu.
• You can generate the 327 from this pop-up directly by click the generate 327 button.
• Review the information and click save.

The pop-up will disappear and you will see the action you have created in the table.

You can edit or generate the 327 for the approval by:

• Clicking on the edit icon, or the action number.

• The pop-up will appear again, in which you can make your edits and click the Generate form 327 button. If you make edits, remember to click save.

To delete an entry:

• Click the X icon next to the entry.

• A confirmation pop-up will appear, click delete to confirm that you want to delete the entry.