Difference between revisions of "Loan Correspondents"
Jump to navigation
Jump to search
Line 15: | Line 15: | ||
[[File:Loan Correspondents.png]] | [[File:Loan Correspondents.png]] | ||
+ | |||
+ | |||
+ | To add a new correspondent, click the Add button on the toolbar. The correspondent fields will now activate: |
Revision as of 13:21, 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: