Notify Agency of Loan Requests Shared Externally

If you have provided responses to loan requests outside of the system externally (e.g., through email or a file sharing link provided by the agency), you can mark notify the agency of loan requests as completed shared externally in bulk.

About this task

Note: Any participant on the supervisory activity can notify the agency of loan requests shared externally.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Loan Requests > > Notify Agency of Loan Requests Shared Externally.

    Responding to Loan Requests: Notify Agency of Loan Requests Shared Externally
  3. Multi-select the loan requests that you have responded to outside the system.
  4. Select the method by which the loan requests were sent outside the system.
  5. Add any Commentary that you want the agency to view, including a link to an external file sharing site if one was used.

    commentary to agency, including a link to an external file sharing site
  6. Click Notify Agency.

Results

The status changes to “Sent to Agency” on the Loan Details page. In the Responses section of the Loan Details for a loan response, there is also an indicator that the response was shared externally.

The green icon on the Responses section indicates this loan request was shared externally.
If multiple file sharing links are used throughout the loan request review process, they are captured on the summary page.

Thu Summary Pge, showing the Response File Sharing links

Any comments entered are captured in the details of the loan request and the loan request dashboard,