Difference between revisions of "Loan Correspondents"

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[[File:Loan Correspondents Dropdown.png]]
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[[File:Loan Correspondents Dropdown-2.png]]
  
  
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To add a new correspondent, click the Add button on the toolbar. The correspondent fields will now activate:
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To add a new correspondent, click the 'Add' button on the toolbar. The correspondent fields will now activate:
  
  
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! '''Field''' !! '''Description'''
 
! '''Field''' !! '''Description'''
 
|-
 
|-
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| '''Pop up from''' || If you wish to have the memo "pop up" when the record is accessed - for example, when the constituent record is viewed - you can enter a date when the pop up should begin. You can type the date in a mm/dd/yyyy format, or click the calendar icon to select the date
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| '''Correspondent''' || The dropdown allows you to choose the description of the correspondent you are adding.  Ex. Beneficiary, Borrower, Cosigner, etc.
 
|-
 
|-
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| '''to''' || Enter the ending date for the pop up, if you wish to have it stop appearing after a certain time. Enter the date in a mm/dd/yyyy format, or click the calendar icon to select the date
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| '''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.
 
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|-
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| '''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
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| '''ABA (Routing) number''' || Enter valid ABA (Routing) number.
 
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|-
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| '''Value''' || If the memo code that you selected was configured to prompt for a value, this field will become active
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| '''Bank Account''' || Enter valid Bank Account number.
 
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|-
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| '''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
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| '''Bank Name''' || Enter valid Bank Name.
 
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| '''Subject''' || Memo subject
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| '''Account type''' || Choose the account type from the dropdown.  The choices are Checking or Savings.
 
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| '''Date occurred''' || Date the subject occurred
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| '''EFT format''' || Choose the appropriate EFT format from the dropdown.  The choices are (None), ACH, Bank wire, or SWIFT.
 
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|-
 
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| '''Person responsible''' || Click the icon to the right to choose from a list of system users
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| '''Wire memo''' || You can enter a memo as a reminder or for documentation/audit purposes.
 
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| '''Primary contact''' ||  Leave as None or choose from the pull-down
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| '''Checkboxes''' || There are two checkboxes that, when checked, will send receipts and/or statements to the correspondent. You may choose one, both, or neither.
 
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|-
 
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| '''Topics''' || Multiple topics can be selected at one time.  In edit mode, topics can be added to or removed from the memo
 
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| '''Type''' || Communication method
 
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|-
 
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| '''Text box''' || The area below the fields is the text box, where you can type your memo
 
 
|}
 
|}
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When you are done adding the appropriate information, you can click 'Save' to save the correspondent record.
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You can also edit a current correspondent record by highlighting the correspondent and clicking 'Edit'.
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[[File:Loan Correspondents Edit.png]]
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This will open all the Fields listed above in the 'Add' section for you to edit as needed.  When you are done editing, click 'Save' to save your edits.
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There are two additional choices in the toolbar:  Delete and History.
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[[File:Loan_Correspondents_Del_Hist.png]]
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The 'Delete' option will delete a highlighted correspondent record.
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The 'History' option allows you to see all the entries that have been made on the highlighted correspondent record.
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[[File:Loan Correspondents History.png]]
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When you are done in the Loan Correspondent screen you can click 'Exit' which will take you back to the Detailed Loan Inquiry screen.

Latest revision as of 17:59, 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:


Loan Correspondents Dropdown-2.png


When the screen loads, you will see something similar to this:


Loan Correspondents.png


To add a new correspondent, click the 'Add' button on the toolbar. The correspondent fields will now activate:


Loan Correspondents Add.png


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.
ABA (Routing) number Enter valid ABA (Routing) number.
Bank Account Enter valid Bank Account number.
Bank Name Enter valid Bank Name.
Account type Choose the account type from the dropdown. The choices are Checking or Savings.
EFT format Choose the appropriate EFT format from the dropdown. The choices are (None), ACH, Bank wire, or SWIFT.
Wire memo You can enter a memo as a reminder or for documentation/audit purposes.
Checkboxes There are two checkboxes that, when checked, will send receipts and/or statements to the correspondent. You may choose one, both, or neither.


When you are done adding the appropriate information, you can click 'Save' to save the correspondent record.

You can also edit a current correspondent record by highlighting the correspondent and clicking 'Edit'.


Loan Correspondents Edit.png


This will open all the Fields listed above in the 'Add' section for you to edit as needed. When you are done editing, click 'Save' to save your edits.

There are two additional choices in the toolbar: Delete and History.


Loan Correspondents Del Hist.png


The 'Delete' option will delete a highlighted correspondent record.

The 'History' option allows you to see all the entries that have been made on the highlighted correspondent record.


Loan Correspondents History.png


When you are done in the Loan Correspondent screen you can click 'Exit' which will take you back to the Detailed Loan Inquiry screen.

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