When you are ready, you can start verifying provided supporting documents against Lender criteria, and mark them as acceptable (thereby the checklist item is complete).
You perform this task in the Document Verification module
Set the Action item to "In Progress"
You will have an Action item in your Assessment flow to Verify Supporting Documents. Set this action item to In Progress by clicking "Start":
Click through to the Document Verification module:
Verify Documents (Accept the requirement is complete)
The Doc Verification Module is linked to supporting documents - it has the same checklist and supporting documents as in the checklist, however it allows you to view the document and check it against criteria that will deem to document 'acceptable'.
For each document type, your lender can configure 'verification' requirements to be checked off for the document:
You are able to
tick off the requirements
add notes if you would like to
Edit the document if you need to (eg redact)
Pass the document
and confirm
When a document is "confirmed" it will have two ticks; which means it is not only uploaded, but also verified:
Can you verify a document that doesn't comply with the Lender's set criteria?
Where you have a document that doesn't comply with ALL the Lender's set criteria for a document, but you want to accept it, you will be prompted to add an exception in order to complete the verification. Here I have a document where I have not ticked all the criteria and tried to PASS. I have not been allowed to and must add an exception:
To do this, change the result to "Allow Exception", which will require you to add a reason. You will then be able to "Verify" the document:
How to tell how many documents still need to be verified?
A quick way to tell how many documents you have verified is to check the blue panel on the checklist or doc verification modules:
This shows you:
how many documents are 'required' on the checklist
how many of these requirements have something loaded against them
how many of these documents have been 'verified' (accepted) by you
In the above screen shot - if you got to Documents: Loaded (31/31) and Verified (31/31) then you will have a 'complete' checklist.
