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c
Tracking loan shipment status
Use the
loan to the correspondent investor. You can also track the documents that are missing
from the shipping file that must be obtained before shipping the loan to the correspondent
investor.
To use the
Open a borrower file.
1
Select Banker > Shipping.
2
If not prepopulated, enter the name of the investor or use the Cardex database to
3
populate the
Select the Shipper who shipped the documents and the Shipping Method from the
4
dropdown lists.
Enter the shipment tracking number in the
5
Document if any items are missing from the file and the date they were eventually
6
received.
Point User Guide
If either property is held in trust, enter the date the trust was established, the
name on the trust account, the state where the trust was established, and the
grantor's name on the trust account.
Refer to Chapter 19,
about using the Cardex database.
Shipping
screen to record closed loan data and status of the shipment of the
Shipping
screen:
field.
Investor
Related information
Contact management
(Cardex), for information
Tracking No
Tracking loan shipment status
field.
267
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