Difference between revisions of "Loan Correspondents"
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| '''Correspondent''' || The dropdown allows you to choose the description of the correspondent you are adding. Ex. Beneficiary, Borrower, Cosigner, etc. | | '''Correspondent''' || The dropdown allows you to choose the description of the correspondent you are adding. Ex. Beneficiary, Borrower, Cosigner, etc. | ||
|- | |- | ||
− | | ''' | + | | '''Pin''' || You can manually enter the constituent pin, you can use the binocular icon to search for the pin, you can choose the icon with the '+', and the system will pick the next pin in sequence, and take you to the screen to add a constituent, or finally, you can choose the icon with the 'pencil' and the system will take you to the screen to enter a new constituent with a pin of your choosing. |
|- | |- | ||
| '''Memo code''' || Select the memo code that you wish to assign to this memo. You can type in the code or click the list icon to select from a list of active memo codes in the system | | '''Memo code''' || Select the memo code that you wish to assign to this memo. You can type in the code or click the list icon to select from a list of active memo codes in the system |
Revision as of 13:57, 30 March 2023
The Loan Correspondents screen allows you to view any loan correspondents associated with a particular loan. You can view information such as the correspondent category, PIN, ABA (Routing) number, bank account, bank name, and other associated fields. To view a loan's correspondents:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Financial Inquiry
- Look up the loan that you wish to view
- On the toolbar, click View and select Loan Correspondents:
When the screen loads, you will see something similar to this:
To add a new correspondent, click the Add button on the toolbar. The correspondent fields will now activate:
You have the following options:
Field | Description |
---|---|
Correspondent | The dropdown allows you to choose the description of the correspondent you are adding. Ex. Beneficiary, Borrower, Cosigner, etc. |
Pin | You can manually enter the constituent pin, you can use the binocular icon to search for the pin, you can choose the icon with the '+', and the system will pick the next pin in sequence, and take you to the screen to add a constituent, or finally, you can choose the icon with the 'pencil' and the system will take you to the screen to enter a new constituent with a pin of your choosing. |
Memo code | Select the memo code that you wish to assign to this memo. You can type in the code or click the list icon to select from a list of active memo codes in the system |
Value | If the memo code that you selected was configured to prompt for a value, this field will become active |
Category | Select the memo category you wish to assign to this memo by clicking the drop down and selecting from a list of active categories in the system |
Subject | Memo subject |
Date occurred | Date the subject occurred |
Person responsible | Click the icon to the right to choose from a list of system users |
Primary contact | Leave as None or choose from the pull-down |
Topics | Multiple topics can be selected at one time. In edit mode, topics can be added to or removed from the memo |
Type | Communication method |
Text box | The area below the fields is the text box, where you can type your memo |