Application Review: How to Move an Application Upstream in the Review Process

There are times when an application needs to be moved backward in the review process so that a decision made previously can be changed or an error corrected. In such cases, the "MOVE" button on the bottom left on an individual application page can move the application to the desire page upstream in the workflow.

After clicking on the MOVE button, a pop-up window will appear.  Select the destination page for the application and add a note to document the rationale for the move.  The note will appear on the application's Review History window.  The application will be moved to the destination page selected.

This function can be used for applications for which closing documents have already been signed by the applicants. In such cases, a new closing document will be generated to replace the previously signed one.  The applicant will be notified to review the new document and complete the closing process again.