Reviewing Loan Request Responses
After the company has worked through the loan requests you have sent them, they send a response either by attaching documents and/or by including a link to a file sharing site.
File sharing sites may be preferred by some, whereas uploaded documents may be more appropriate for others. You can then review the loan request responses by documenting findings and adding observations, similar to the way procedures are handled for a supervisory activity. You can also bulk assign loan requests to other participants on the supervisory activity.