Detailed Loan Inquiry
Contents
- 1 Overview of IL407VIEW
- 2 Summary Tab
- 3 Payments Tab
- 4 Adjustments Tab
- 5 Fees Tab
- 6 LSP Tab
- 7 Disbursement Tab
- 8 Miscellaneous Tab
- 9 Remitter Tab
- 10 View Button
- 10.1 Transaction Inquiry
- 10.2 Loan Documentation
- 10.3 Loan Payment History
- 10.4 Loan Tax Maintenance
- 10.5 Loan Change History
- 10.6 Loan Support Inquiry
- 10.7 Loan Insurance Maintenance
- 10.8 Loan Tickler
- 10.9 Loan Memos
- 10.10 Loan Calculator
- 10.11 Conversion History
- 10.12 Payoff Calculations
- 10.13 Loan Relief Maintenance
- 10.14 Transaction Reasoning
- 10.15 Risk Rating Details
Overview of IL407VIEW
Under varied circumstances following the creation of a loan record, you will need to use the Financial Inquiry to access loan data. The Financial Inquiry is a flexible tool providing access to information about investments, loans, portfolios, and lines of credit. All of the functions described in this section are available only by using the Financial Inquiry to select a loan record.
The Financial Inquiry is usually accessible under the Financial Services folder in the DDI-Connect main menu. Launching it enables you to use the Loan field to enter the number of the loan you want to display. If unsure of this number, you can also click the adjacent button to search for the loan. To view detailed loan information:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Financial Inquiry. You will see this screen:
File:Detailed Loan Inquiry 1.png
In the Loan field, type the loan number you wish to view. As noted above, you can also click the list icon to view a list of all loans in the system. When you have entered the loan number, you can either click Find on the toolbar or press Enter to bring up the Detailed Loan Inquiry screen:
You have multiple tabs on this screen, along with other options via the View button on the toolbar. Those screens are detailed below.
Summary Tab
Payments Tab
Adjustments Tab
Fees Tab
LSP Tab
Disbursement Tab
Miscellaneous Tab
Remitter Tab
View Button
The View button allows you to view multiple screens of information related to the loan. Select one of the options below to view the related screen.
Transaction Inquiry
To view transaction history for this particular loan, click View and select Transaction Inquiry. When you have finished viewing the information, click Exit to return to the Detailed Loan Inquiry screen.
Loan Documentation
Loan Payment History
To view loan payment history, click View and select Loan Payment History. When you have finished viewing the information, click Exit to return to the Detailed Loan Inquiry screen.
