Application lock notification
if an application is locked, you cannot access or edit the application fields and their related records. If you want to edit the application records, please contact your system administrator.
When an application is locked, a notification is displayed on the application's dashboard, as depicted in the following image:
The following table details the status of the actions that can be performed on various tabs of an application when an application is locked:
| Tab | Action | Status |
|---|---|---|
| Application Dashboard | Add Party | Disabled |
| Parties | Edit Party | Disabled |
| Delete Party | Disabled | |
| Collateral | Edit Collateral | Disabled |
| Add Collateral | Disabled | |
| Equipment | Add Equipment | Disabled |
| Financial Spreads | Edit Statement | Disabled |
| Add Statement | Disabled | |
| Application Dashboard Menu | ||
| Policy Condition | Create New Policy Condition | Disabled |
| Edit Policy Condition | Disabled | |
| Fees | Create Fee | Disabled |
| Create Fee using Fee Definition | Disabled | |
| Edit Fee | Disabled | |
| Change Memo | Create Change Memo | Disabled |
| Edit Change Memo | Disabled | |
| Credit Memo | Generate Credit Memo-New | Disabled |
| Edit Credit Memo-New | Disabled | |
| Covenants | Add New Covenant | Disabled |
| Edit Covenant | Disabled | |
| Delete Covenant | Disabled | |
| Risk Analysis | Generate Scorecard | Disabled |
| Adverse Reasons | Create | Disabled |
| Payment Schedule | Generate Schedule | Disabled |
| Generate APR | Disabled | |
| Questionnaire | Submit Questionnaire | Disabled |
| Pricing | Generate Pricing | Disabled |
| Parties Page Menu | ||
| Financial Accounts | No Impact | No Impact |
| Loan Opportunities | No Impact | No Impact |
| Relationship Covenants | Add New Covenant | Disabled |
| Edit Covenant | Disabled | |
| Delete Covenant | Disabled | |
| View Relationship Graph | No Impact | No Impact |
| Collateral Page Menu | ||
| Pledge Collateral | Save Pledge Amount | Disabled |
| Add Lien | Disabled | |
| Edit Lien | Disabled | |
| Delete Lien | Disabled | |
| Rent Roll Details | Manual Entry | Disabled |
| Upload File | Disabled | |
| Questionnaire | Submit | Disabled |
| Order Flood Determination | Create Flood Request | Disabled |
| Update Flood Status | Disabled | |
| Appraisal Management | Submit Appraisal Request | Disabled |
| Construction Tab | ||
| Budget | Add Budget | Disabled |
| Save Budget | Disabled | |
| Add Budget Milestone | Disabled | |
| Edit Budget Milestone | Disabled | |
| Delete Budget Milestone | Disabled | |
| Construction Activity Line Items for Milestone | Add Line Item | Disabled |
| Edit Line Item | Disabled | |
| Delete Line Item | Disabled | |
| Documents Tab | Add Document Category | Disabled |
| Document Row | Upload File | Disabled |
| Edit Status | Disabled | |
| Document Comments | Disabled | |
| Delete Document Category | Disabled | |
| Send Email | Disabled | |
| Insurance Tab | Add Insurance | Disabled |
| Loan Approval Summary | Complete Tasks | Disabled |
| Submit to next Stage | Disabled | |
| Move to Previous Stage | Disabled | |
| Release to Queue | Disabled | |
| Underwriting Dashboard | Complete Tasks | Disabled |
| Edit Policy Condition | Disabled | |