Transfer to Offer 

Use

If the decision-making function is not set to active for loans given, you can use the Transfer to offer function to convert an application directly into a contract offer. Once you have converted an application into an offer, the application itself is no longer kept in the system. This means that you cannot trace the contract back.

For more information, see Mortgage Loan Processing

Procedure

  1. Choose Transaction Management ® Mortgage ® Application ® Transfer to Offer.

    2. The Transfer Application to Offer: Initial Screen appears.

  2. Enter the Company code and the Loan number and choose Enter. If you do not know the number of the loan, you can use the F4 possible entries function to search for the application (matchcode search).
  3. The Transfer Application to Offer screen appears. Conditions which you entered when you created the relevant application now appear as the first contract offer.

    4. From here, you can make changes to all other relevant screens, for example Basic data, Conditions, Objects, Collateral or Correspondence.

  4. Choose Save. The application is converted automatically into a contract offer. The system displays the status change at the bottom left-hand corner of the screen.