How to view the status of a sent FDD

From the Information Manager module, select the FDD page at the bottom. 


The FDD Lead Summary page show the status of any FDD sent to a lead. Data will populate in the various columns as the lead completes the FDD process. 

 When an FDD is send the Lead NameFDD NameVersionState/ProvinceSent Date, and FDD Status columns will populate.

When the lead views the FDD, downloads the FDD, and/or signs the electronic Item 23-Receipt, the Delivery ReceiptFDD Receipt, and Download Date columns will populate so you can track the progression of the FDD with each lead. 

Clicking on any of the hyperlinks in the columns will show you the delivery and receipt signature for the given lead. 


Was this article helpful?
0 out of 0 found this helpful