Loan Transactions in CIM GOLDTeller |
  
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Loan Transactions in CIM GOLDTeller |
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CIM GOLDTeller is included with CIM GOLD starting in version 7.5 and higher. CIM GOLDTeller is an easy-to-use application that is available within CIM GOLD to make payments to loans, adjustments, and hundreds of other transactions. It's a highly customizable system that can be changed to fit your institution's procedures.
For more information concerning CIM GOLDTeller, see the CIM GOLDTeller User's Guide in DocsOnWeb. Specifically, see the Running Transactions section for a quick guide on how to run transactions in CIM GOLDTeller.
The supervisor responsible for setting up CIM GOLDTeller for your institution needs to add any of the transactions your institution uses to the Transaction Menu in CIM GOLDTeller, as described in the Menu Design section in the CIM GOLDTeller User's Guide.
The Loans > History screen records any transaction information on accounts. Additionally, most transaction codes are accompanied by a TORC (Transaction Origination Code), which describes how the transaction was processed (walk-in, website, GOLDPhone, etc.)
See the following topics for more information: