Batch processing for lenders
Follow the below procedures to perform batch processing as a lender. Batch processing has a limit of 100 requests at a time. The batch icon (
) appears on queues in the left navigation where batch processing is available.
To use batch processing to complete requests:
- Navigate to Lending Requests > Returned in the left navigation bar.
- At the top of the next screen, click Batch complete "Returned" items. The screen will refresh to include the additional batch processing fields.
- In the Request ID field, manually enter a request ID number, scan a barcode, or click the plus (
) symbol. - Click Complete Items. A confirmation message appears and the requests are updated to Closed.
To use batch processing to respond Yes or No in a batch:
- Navigate to Lending Requests > Can You Supply? in the left navigation bar.
- At the top of the next screen, click Yes or No next to Batch respond to "Can You Supply" items The screen refreshes to include the additional batch processing fields.
- Optional.
- If Yes, click any desired print options and Apply constant data if necessary. If a request ages out before you respond "Yes" and moves to another potential lender, any Constant Data you applied is removed from the request.
- If No, Choose a Reason for No from the drop-down list. This Reason for No applies to all requests that you process as No.
- In the Request ID field, manually enter a request ID number, scan a barcode, or click the plus symbol () to add a request.
- Click Yes or No. A confirmation message appears and the requests are updated.