Difference between revisions of "Loan Correspondents"

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[[File:Loan Correspondents.png]]
 
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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:


Loan Correspondents Dropdown.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: