Jan 14, 2024
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You can access the conclusions page by:
- Clicking on Analysis in the Overview menu on the left.
- Click Conclusions in the submenu that appears.
The conclusions page contains two tabs:
- The Key Strengths/Risks tabs allows you to enter narratives covering Key Strengths and Risks of the Loan.
- The Conditions tab allows you to enter narratives related to conditions for loan approval, and a narrative to cover Key Man Insurance conditions.
- If Key Man Life Insurance is required, indicate so in the conditions narrative field.
- If Key Man Life Insurance is not required, explain why in the Key Man Insurance Condition Field.
- Click Save when you make edits to any tab on the page.