Procedure: Accepting a mortgage application

This page is based on the Task or Procedure topic template shown below - use that template to create other similar topics.

 

Accepting a mortgage application

Once the customer has filled out the mortgage application, use the following steps to accept it and begin processing:

 

1. Use drivers license to confirm the customer's name and address
    

2. Verify that all necessary fields have been filled out
    

3. ...

 

 

(Rev. 07/31/2006)

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Task/Procedure topics

Task topics are instructions, often a series of numbered steps, that a user performs to reach a specific outcome. Task topics can include when to perform the procedure, who should do the procedure, any ramifications that result from doing the procedure, all necessary prerequisites, how long the task takes to perform, and any tools that are required. In many projects, you'll find that the bulk of your topics are task topics. It is common to keep task topics focused on the procedure at hand, but to include links to other types of topics that provide greater context or more information (such as information or reference topics).

 

 

Performing task A .....

Include a sentence that explains why the user would want or need to perform the task before listing the steps to do the task. This gives the user some context and assures them they are in the right place.

 

Give the procedure a heading and assign it a low-level heading style (such as Heading 4 or 5). For example, write:

To do task A:

1. First step
    

2. Second step
    

3. Third step
    

4. Fourth step
    

5. Fifth step

 

Include appropriate links to other topics by writing a list of links or by adding a related topics button:

 

 

See Also:

 

(Rev. 07/31/2006)