Declining a Submission

  1. Search for the submission or select it from the Recent Submissions list on the Home page.
    2. Recent Submissions
  2. Click Decline.
    3. Decline
  3. Select the Reason for declining the submission >> Enter the reason in the Notes >> Click Continue.
    4. Reason
  4. Send the declination letter to the agent.
    1. Click on the ‘To’ link >> Select the email address of the agent who sent the submission.
    2. If needed, check the box to send a copy to yourself/the underwriter.
    3. Click Send.
      4. send
  5. Click Finished.
    6. Finished

*The Status will now show as ‘Declined’ in the system.

Declined