Creation of Action Plan


This subsection provides instructions on how to make an action plan.
Turnkey Lender provides for the possibility of planning the Collector's further activity in respect of the borrower. The Collector can make own list of planned activities, i.e. own action plan.
To make an action plan:
1) Above the table displaying the list of loan applications, apply a filter to display necessary loan applications.
Loan applications are displayed accordingly to the filter applied:
2) In the table, click a corresponding loan application.


Note:

If Collector's planned activities have been already recorded, they are displayed on the Action Plan tab to the right of the table:



3) Click the Action button.
The New Action window opens:

4) In the Date box, enter a date of an action or select a corresponding date from the calendar by clicking the corresponding icon .
5) In the Action Type box, select a type of the action.
6) (Optional) In the Comments box, type in appropriate comments if necessary.
7) (Optional) Click Cancel to cancel the operation and close the window.
8) Click OK to accomplish the procedure.
The new action has been successfully recorded and gets displayed on the Action Plan tab:


Note:

All actions planned for This date, can be viewed in the Today Actions menu:



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