You are here
How does the New Applications section work?
Group
Question
How does the New Applications section work?
Answer
Left hand side status headings
- Applications Received
- Applications received by FMI for processing
- Missing Information
- FMI requires further client information in order to proceed
- Awaiting Tele-UW
- Application has been submitted for tele-underwriting, client to expect a call
- UW Setting Requirements
- client information being reviewed by underwriting
- Awaiting Requirements
- FMI requires further client information in order to proceed
- UW Decision Pending
- Underwriting is considering all client information in order to make a decision
- Counter Offer Letter
- FMI has issued a counter offer letter to client and is waiting for a response in order to proceed
- Completed Recently
- Applications completed in the last 30 days which may have been either accepted or declined
Right hand side information table (scroll down to view on smaller mobile devices)
- Applications in progress
- Total number of applications submitted by not yet finalised
- Premium
- Total premium relating to all new applications
- Potential commission
- Potential commission to be earned from new applications not yet finalised