When you login to Simpology Manager, you can go straight to the Information Request Module. ie you don't have to get their by first opening Loanapp.
The Information Request Module allows you to view and manage any and all Information Requests you have, across all of your applications.
How do I get to the Information Request Module from Simpology Manager?
There are two ways you can get to the Information Request Module when you have logged in to Simpology Manager:
Accessing Information Request via the Menu Ribbon
To get to Information Request via the Menu Ribbon, go to Solutions/Application Processing/Information Request:
When you navigate to Information Request from here, you will land in the Module, but because you had not specified a particular application to be working on, it will be 'empty':
You can use the Search functionality to find the application that you want to work on, by scrolling through the applications or typing in the name/App number:
When you select an application, the Information Request Module will populate with the Info Requests you have for that application:
Accessing Information Request via the Application Record
You can also get to the specific Information Requests for a specific application by finding the application on your application grid, and then clicking through via the controls on the record.
Here I have searched/filtered my apps to find the application for Clinton, and I can get to the Supporting Documents control by clicking on the three dots on the record:
When I click on the three dots, I get all of the click through controls available to me for that application:
When I click on Information Request, I am taken to the Information Request Module and the checklist for that specific application:
Remember I can use the dropdown in the Information Request Module if I want to go to a different set of Info Requests for another application.
For further detail on how to use the Information Request functionality, please click here.
Note that while there are a number of different places that you might create an Info Request, ALL Information Requests that are created for this application will be housed here.
Further, if the Lender is using Simpology for assessment workflows, they might also use Information Request to send you a Missing Information Request during assessment. They too will be listed here in this section, against the relevant application.