The Covenant Testing Manual Module introduces the process of conducting a review in manual mode within the Lender Dashboard.

Prerequisites:

Borrower Setup
Covenant Setup
Covenant Setup Advanced (Optional)
The Reporting Schedule

Duration:

1 hour

Learning Outcomes:   

At the end of this training, participants will be able to:

1. List the configuration steps required to automate the loan review process
2. Recognize the purpose of Conducting a Review
3. Conduct a Review for Covenant Testing