Logging in as the bank manager and approving the mortgage

  1. Log in as Tony Blue. For information, see Logging in to Workspace ES.
  2. On the Workspace ES Welcome page, verify that the number 1 appears next to To Do, and then click To Do The icon appears as page with check mark boxes and a pencil selecting each check box. .
  3. On the To Do tab, click the image on the Bank Manager card. The Task Details and Form tabs appear.
  4. In the Form tab, scroll down to the Approved and Declined fields, select the Approved field, and then, below the form, click Complete. A prompt appears in the lower-right corner that indicates that the task submitted successfully. Also, the number in the To Do tab decrements by one.
  5. Click Logout.

You have verified that the mortgage application was routed correctly. You have selected Approved. All you need to do is call your new customer to give them the good news.

You have now completed testing the mortgage application section and this tutorial.


 

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