The Milestone Worksheet

The milestone worksheet is used to assign loan team members, track progress, and record activities at each step in the loan workflow. When completed, the milestone is marked as finished, and work begins on the next milestone. Click the links below the picture below to view a description of each worksheet component. 

For detailed instructions on completing milestones, refer to the topic, Working with Milestone Worksheets. For details on the configuration of the default milestone workflow, refer to the topic, The Default Milestone Workflow.

1  Assigned Loan Team Member: The assigned loan team members for the preceding, current, and next milestones.

2  Accept File (Clear Alert): Used by the assigned loan team member to accept the loan file and clear the associated alert.

3  Return File to Sender: Used by the assigned loan team member to return the loan to the previous milestone and loan team member.

4 Days to Finish: The number of days before the expected completion of the milestone. You can change the expected completion date as needed by clicking the dropdown arrow and then selecting the date on the calendar or by clicking Change Milestone Date .

5  Finished checkbox: Used to indicate completion of the milestone and move the loan to the next milestone.

6  Documents: The list of documents needed for the milestone. Select checkboxes to indicate receipt of documents. An entry for each receipt is created in the Log. Click the eFolder button to view tracking details.

7  Tasks: The list of tasks to complete for the milestone. Select a checkbox to indicate completion of a task. Click the Task List button to view task details.

8   Milestone Comments: Used to record information related to the milestone. Click Show All to display all comments that have been recorded for this loan. Comments are grouped by milestone.