The Reporting Widget allows you to generate any Print Forms or outputs that you need in your assessment workflows, such as
Conditional and Formal Approvals
Assessment Summary or Credit File
Solicitors Instructions
This article takes you through the general functionality
Where is the Reporting Widget?
The Reporting Widget is on the main Omni workbench for an application record:
When you expand the widget, you are able to use the functionality (select a form, generate, download):
Generate a form
To generate a form, expand the Report Widget and then select the required form from the dropdown. The available forms will depend on what your lender has configured:
⚠️ Remember that the data that is populated onto the forms will come from Loanapp, and also your assessment activities (ie - you should make sure your data, particularly in Loanapp, is up to date).
When you have selected the form you would like to generate, click Generate New:
The form will take a moment to generate. When it is ready, it will appear in the Reporting Widget, with the date and time of generation, ready to download:
You can click download to finalise the generation of the document, to save or send elsewhere.
What if the detail is not correct?
If the detail on the form is not correct, it will be because the data in your Loanapp is not correct or up-to-date - please review and edit your data.
😁You are able to generate/re-generate documents as much as you want to.