How to Approve a Case

To approve a case in Advocate, users must complete a three-step process:

1. Approve the Policy or multiple policies in the Case.

2. Complete all tasks on the case

3. Approve the Case

Follow these steps to deactivate a Case:

1. Navigate to the Case Overview Page.

   • Access the case you wish to deactivate.

2. Click on the button at the top "✔️ Approve"

• Policy Approval: All policies associated with the loan must be in Approved status before the case can be approved.

• Task Completions: All tasks on the case must be completed before it can be approved.

• Missing Asset Fields: A loan cannot be approved if it has missing asset fields.

If the Score for any policy is below 100% and the user proceeds with approval, the system will prompt for an Approval Override Explanation.

The rationale for this override may vary based on the specific circumstances of the CASE. Below are some examples of when an override explanation may be required:

• Transitioning a Post-Close Loan to Monitoring

• Accepted Waiver from the Lender on a Pre-Close Loan