Deal Policy Guidelines
The Policy Guidelines screen allows you to view the Policy Guideline items that are associated to the deal via Templates. The guidelines are grouped by Policy Group. The administrator configures templates and template policy guidelines in ProLink Admin.
From the deal's Policy Guidelines screen, you can:
Export or print the policy guidelines.
Filter the screen to a specific guideline.
Edit the Response and Reason for the response for a policy guideline item.
If the Type of the item = Exception (Admin) and the Response = True, then the deal's Type = Exception. If the Type of the item = Exception and the Response = False, Unsure, or N/A, then the deal's Type is blank.
If the Type of the item = Note (Admin) and the Resonse = True, then the deal's Type = Note. If the Type of the item = Note and the Response is False, unsure, or N/A, then the deal's Type is blank.
If True is selected for a Response, the Reason is required.
Delete a policy guideline.
When you access the Policy Guidelines screen, the system adds any policy guideline items that have been added to Template Policy Guidelines for deals that match the template's program(s), deal type, and structure type, and updates any that have changed from the matching template as long as they have not been edited on the deal. The system deletes any policy guideline items removed from the template as long as they have not been edited on the deal. The system will not remove or replace any policy guideline items that have been added at the deal level.