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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.
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