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Underwritten

Learn about Underwriting, including how to set it up and apply it to an existing loan.

Last Updated:  4/22/2025

When a loan is underwritten by a third-party agency, they share some financial risk. Bravo allows you to designate specific loans as underwritten by an outside agency. Contact your Bravo representative to enable this feature. 

Setup

Once it has been enabled for your store, decide what employees you will allow access to enable or disable this setting for the active loans.

  • To enable editing of this checkbox, go into security settings for the employee.
  • Navigate to (Main Menu -> Loans/Buys -> Edit Underwritten Flag)

Usage

  • The underwritten flag can be edited in Loans/Buys.
  • Pull up a loan and the checkbox will be on the left side under the contact history.
  • Multi-select is supported.
  • Once the required loan(s) have been checked to be underwritten, click Save to save this change.
  • Enabling or disabling the underwritten flag will be written to the Loan History report.