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How to set Evaluation to Manual or Automatic
How to set Evaluation to Manual or Automatic

Explains how to set evaluation to manual or automatic

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Written by Max Powers
Updated over 4 years ago

When an application is submitted, it can be evaluated manually or automatically. Follow the steps below. Note: this setting will likely have already been configured in your account prior to your using it.ย 

Note: Evaluation means that an application is run through the Decipher underwriting engine meaning that all evaluation criteria customized for you will run on that application, including 3rd party data services (Experian, Thomson Reuters, CSC Global, etc.) and charges may apply.ย 

Step 1: Navigate to Application Templates. Click Edit.

Step 2: Click on the Edit button at the top right-hand corner.
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Step 3: Under Evaluation Type, Choose On Lender Action (manual) or On Submit (automatic). If you choose On Lender Action, you must click on the Evaluate button manually each time you want to run 3rd party data services and underwriting criteria. If you choose On Submit, each time an application is submitted, it will be evaluated automatically.

Step 4: Click Update to Save.
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๐ŸŽ‰ Success!ย 

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