Field Assessment

Send a loan for field assessment, record findings and evidence, and complete it with a recommendation.

Workflow

  1. 1

    Request an assessment

    A loan product can require a field assessment. The maker who requests one may name an assessor; the loan moves to Under assessment and its terms are locked.

  2. 2

    Record findings and evidence

    An assessor (an assessment officer or a branch manager, never the person who wrote the loan) starts it, records findings, and uploads photos and documents as evidence while the assessment is in progress.

  3. 3

    Complete with a recommendation

    The assessor completes with a recommendation (approve, approve with changes, decline), a risk rating and a required visit date. The loan returns to assessed and may be revised before submission. The assessment summary travels with the approval request.