Loan Correspondents

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.
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
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