Application Summary


In order to stay organized and have a quick reference, it’s a good idea to have an Application Summary you can put on top of all the information you gather when qualifying your applicant. Not only is it a summary of their information, it also summarizes additional information you gather during your process as well as documents the outcome. This is the quick reference version of the qualifying process and gives supervisors a jump start on the file without having to dig through the minutia. This has been developed over 7,000 applications so you don’t have to tweak it much.