Navigation:  Customer Relationship Management Screens > Households Screen > Accounts tab >

Statement Type

Navigation:  Customer Relationship Management Screens > Households Screen > Accounts tab >

Statement Type

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Entry: User, alphanumeric

F/M: Yes

Mnemonic: NTLSNP, NTLSEF

Screen: Customer Relationship Management > Households > Accounts tab

 

Select the method of delivery for loan statements from the drop-down list. Statements can be paper-only, paper and electronic, or electronic-only. Electronic statements can be viewed by the customer from your website. See the E-Statement Reference Guide on DocsOnWeb for more information (found under Remote > eStatement).

 

You can also view customers' eStatements from the Contact tab of the Marketing and Collections screen. However, your institution must be set up in order to view eStatements from this tab. If you currently do not have this feature but would like to have it, contact your GOLDPoint Systems client solutions specialist.

 

Note: eStatements are not allowed unless the following conditions exist:

 

Institution Option ESTM but be set to "Y," and

the Use Internet loan field (LNWWWA) must be checked. This field is found on the Loans > Account Information > Account Detail screen, Account tab.

 

Options: Two screens in the Loans > System Setup Screens section affect the Statements field. See the Statement Hold Code Restrictions screen and the Client Code Setup > Statement Options screen.

 

See also:

Do Not Send Statement field on the CIF tab of the Marketing and Collections screen.

 

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