Description:
Tasks on Disclosure Packages can be deactivated when no longer needed.
Steps to resolve:
This process can only be done on the web, and is customizable to package type and user roles for permissions. Admins should work with Support to adjust the setting as needed.
Web:
- Navigate to the loan file in the nCino system and click on the "Tasks" tab.
- Find the pending task for the borrower for the package and click on it.
- Click "Track package".
- Click on the Tasks tab found at the top of the screen.
- Click on the three dots on the right side of the assignment and then "Deactivate task".
- Click "Yes" on the Window that pops up.
Solution:
The assignment has now been removed from the disclosure package. If not already completed, all other assignments can be completed to finish the package as needed.
Published: 07/30/2024 Last Update: 01/09/2024