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Loan tracking
Enter any information about the loan representative, processor, or underwriter that
3
has not already been populated.
Select File > Save.
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Tracking trust account information
The
Trust Account
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To complete the
Open a borrower file.
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Select Track >Trust Account.
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In the
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In the
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In the
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Out
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Refer to
Creating dropdown
to create custom dropdown lists.
screen is useful for recording financial information such as:
Funds paid out
Funds received
Check numbers
Dates
Client funds in broker's custody
Trust account tracking is not available in prospect files.
Trust Account
You can list up to 16 transactions in the trust account.
field, enter a description of the payment.
Description
field, enter the date the payments was sent or received.
Date
and
Chk Number
Amount
or
Funds Received
sections. Do not enter both.
Related information
lists, on page 44, for information about how
Attention
screen:
Note
fields, enter the information in either the
Funds Paid
Calyx Software
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