Loan Correspondent Types Codes
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Overview of Code Set 0620
To set up new or configure existing loan correspondent types codes:
- From the main menu of DDI-Connect, double-click Name/Address
- Double-click Setup
- Double-click Codes Maintenance. You will see this screen:
Scroll down until you find the code set you are wanting to modify, and double-click that code set.
In this case, you are looking for code set 0620 - Loan correspondent Types. Double-click the code set. You will see a screen similar to this one:
To add a new code, click the New button on the toolbar. You will see this screen:
You have the following fields available to you:
| Field | Description |
|---|---|
| Code | Enter a unique, 2 character code to identify this correspondent type |
| Active | If selected, this code will be active and available for selection |
| Description | A brief description of this code |
| Security | This function utilizes the DDI-Connect Security codes. For a thorough understanding of how security works within DDI-Connect, we recommend you reference the Security document located here: Security Function Maintenance
To set security on a specific code, you would enter the requirements in this format: !NA/7 or #NA. These are just examples...you can use whatever security function you like in order to restrict access to a code. |
| Priority | The priority must be a unique value, based on the priority of other established codes in this set. Leave at 0 if you do not wish to set a priority |
| Numeric value 2 | This field is utilized by DDI staff for third party software, and should not be modified |
| Abbreviation | In most cases, the abbreviation should match the description, so that it appears properly on reports |
| Text value 2 | This field is utilized by DDI staff for third party software, and should not be modified |
When you have finished entering the information, click OK to save the new code.
