More Conditionals
Conditional requests can be helpful in getting a request filled with the correct material or to check if an alternate version is OK. As a Lender when you choose the Answer Conditional option there are a couple of important things to remember to make the process work correctly.
First, it is important to clearly state what your conditional question is. There is a list of Reasons in a drop-down menu when you select Answer Conditional, but it is better to add a note. You can do both. When you add a note, leave the New Note Type as ToCurrnt Lndr.
Second, your conditional request will expire the next day if you do not change the Answer Date. I would suggest that you add 14 days to the Answer Date. 2 weeks should be enough time for the end user to be contacted and the Borrower to respond. If the Conditional expires the request will move on to the next lender in the rota. The Borrower will see the Answer Date information in the Audit Answer Details and also in the Service tab it will display as Date in Answer.