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Loan tracking
226
Click the Create Registration Request button.
ii
The Registration Request document is generated and is automatically added
to the
document
repository.
Email Document
The
prepopulated with the document name.
iii To e-mail the document, keep the default file name or enter a new name and
click OK.
To cancel the e-mail request, click Cancel.
Float
Lock
iv Select the
or
locked.
Float
Lock
The
and
Float
If you select
, the fields remain enabled so you can make adjustments if
the rate changes.
Lock
If you select
, the fields in the
from Rate Sheet
sections are disabled and cannot be modified. The Create
Lock Request button becomes enabled.
Click the Create Lock Request button.
v
The Lock Request document is generated and is automatically added to the
document
repository.
The
Email Document
prepopulated with the document name.
vi To e-mail the document, keep the default file name or enter a new name and
click OK.
To cancel the e-mail request, click Cancel.
For information about creating Doc Type dropdown list options, refer
•
to
Creating dropdown
•
Refer to
E-mailing
setting PDF passwords and e-mailing forms.
•
For more information about the document repository, refer to
Electronic document
•
Refer to Chapter 19,
about the Cardex database.
dialog box is displayed. The
check box to specify whether the loan rate was
Note
check boxes are mutually exclusive.
Interest Rate from Rate Sheet
dialog box is displayed. The
Related information
lists, on page 44.
forms, on page 91, for more information about
storage, on page 202.
Contact management
(Cardex), for information
field is
File Name
and
Pricing
field is
File Name
Calyx Software
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