Overview
You can finalize your appraisal review to record your official decision and complete your evaluation on Collateral Investigate™. After entering your final comments, you will select a final decision status—such as Approved or Decline—and choose your justification reason. You can then preview the final review artifact to confirm all details are accurate before submitting. Once finalized, you can download the consolidated review record as a PDF for your compliance files and auditing records.
Finalize Your Review
Click Finalize Review once you have decisioned all findings.
Review the final statistics and enter your comments in the Final summary field.
Select a decision option such as Approved, Approved with Conditions, Draft Not Acceptable, or Decline from the Review Decision menu.
Select a Reason for decision. If no specific reason applies, select Collateral.
Review the preview of your review artifact PDF and click Finalize Review to confirm.
Click the Settings (gear) icon in the top-right corner of the Final Review page and select Review artifact to download the stacked PDF review record..
Outcome
You can now submit your final review decision, complete the appraisal evaluation, and download the compiled review artifact PDF.