When a deal is ready for Contracts, Origin now generates your S4, and instructs solicitors for settlement.
This article takes you through how Origin:
notifies you of this activity
sends you the S4 for review
how you can notify Origin of any changes needed
Origin will delegate a Task to you
In Origin's assessment process after formal approval, the assessor will generate the S4 that will be sent to the solicitor to instruct Mortgage Documents.
Origin will set a task in their Omni workflow, and then delegate that task to the person your team that submitted the deal to Origin. That person will get an email notification that will have a subject "A task has been assigned to you":
When you open the email, you will see a message that will outline the detail of the task and have a 'Log In' link for you to click. Click the link:
You will be taken to the Simpology login screen. Login to your channel. Your login will be your email address (and password you have set). Enter your details:
(You will need to enter 2FA)
Go to your Omni record for that application
When you login to your own channel, go to the application in question in your Omni.
Click "Include items from other channel"
You should tick the control to 'include items from other channels'. This will mean you will be able to see the delegated task from Origin, which will be 'waiting':
Click open the task in Waiting. You will see inside this task an Action Item "Formal Approval - Schedule 4":
Click on Formal Approval - Schedule 4, and you will see:
Name of the task
Message
Notes who has sent you the task, and who it is delegated to (you)
Section for you to write a message
Save your message
Finalise the Task (click DONE)
Download the S4 for review
Download the S4
Click the Download button (7) to review the generated S4.
Add Comment and Save
If the S4 is correct - note that it is correct (4) and press Save Comment (5).
If it is not correct and needs update, note the updates and also Save Comment.
Click DONE to notify Origin ready to process
When you click DONE, the person at Origin will be notified that you have reviewed the S4.
If you require change, Origin will re-notify you in the same manner to check again when updated.
The Status will NOT update
Note that when you have completed the delegated task, the status will NOT update - as the Origin assessor needs to 'finalise' the task in order for it to be completed.
**You should NOT press PASS (this is the job of Origin)
Instead, your activity will be noted in the Activity tracking.
Origin will manage the instructing of solicitors, and the whole settlement process.