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Notes and Comments

Notes and comments are essential features in Axvero, supporting clear communication and documentation throughout the application process. They help underwriters, managers, and team members provide feedback, record decisions, and collaborate effectively.

Types of Notes and Comments​

  • Applicant Feedback:

    • Underwriters and reviewers can leave comments or feedback directly for the applicant, such as requests for additional information, clarification on documents, or status updates.

  • Internal Notes:

    • Team members can add private notes to applications or documents. These notes are only visible to internal users and help track decisions, highlight concerns, or record important observations.

  • Document-Specific Comments:

    • Comments can be attached to specific documents within an application, making it easy to discuss or flag issues related to particular files.

  • Decision Rationale:

    • Underwriters can document the reasoning behind their decisions, providing transparency and supporting future audits or reviews.

  • Collaboration and Discussion:

    • Notes and comments facilitate collaboration between team members, allowing them to discuss complex cases, share insights, and coordinate actions.

Best Practices​

  • Keep comments clear and concise.
  • Use internal notes to document key decisions and concerns.
  • Regularly review and update notes to ensure they remain relevant.
  • Respect privacy—ensure applicant feedback is professional and constructive.

Example Scenarios​

  • An underwriter requests additional documents from the applicant via a comment.
  • A manager adds an internal note highlighting a potential risk in the application.
  • Team members discuss a complex case using document-specific comments.

Tip: Use notes and comments to maintain a complete record of the application process, improve communication, and support better decision making.