Navigation:  Loans > Loan Screens > Marketing and Collections Screen >

Contact tab

Navigation:  Loans > Loan Screens > Marketing and Collections Screen >

Contact tab

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The Contact tab on the Marketing and Collections screen is divided into two sides.

 

MAC_contacttab

Loans > Marketing and Collections Screen, Contact Tab

 

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The left side of this tab displays the total amount due on the loan, the date the loan is due, the graded due date (if applicable), a summary of plans available for the borrower, the overall marketing limit, and the date the account was last marketed. See the table below for more information about the fields on the left side of this tab.

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The right side of this tab is used to record comments and information about collection efforts as well as any other information helpful in maintaining the account. See Collection/Contact Comment for more information about the function of the right side of this tab.

 

Left Side

 

The fields on the left side of this tab are as follows:

 

Field

Description

Total Amount Due

 

Mnemonic: TOTAMT

This display-only field is the sum of the Remaining Unpaid Portion, Remaining Amount Due (LNRPDU), Credit Life Due, Late Charge Due, and Unpaid Principal Due fields. This field equals the total amount due on the customer's statement as of the night of the billing. However, if after the night of billing, credits or debits (or assessments) are made to the Credit Life Due, Remaining Unpaid Portion, Remaining Amount Due (LNRPDU), Late Charge Due, or Unpaid Principal Due fields, the total amount due will no longer match the statement.

 

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Note: If your customers made a payment via your institution’s remote banking website, a message appears below the Graded Due Date field (see below) indicating that the payment was made. The message appears on both the Delinquent Payments tab and the Contact tab. This message appears in red with a yellow background. It displays when the payment was made or will take affect (if payment made for a future date) and the amount of the payment. This message also appears if an employee at your institution processes a payment for the current date or a future date. (Payments are made through the Loans > Transactions > EZPay screen, Make Loan Payment screen, Mass Loan Payments screen, or directly through GOLDTeller.)

Due Date

 

Mnemonic: LNDUDT

The is the date the payment is due. When the most current payment billed has been paid, the next due date rolls into this field. This is a system-entered field and is not file maintainable.

 

When a payment is reversed (tran 608), this field is updated to restore the reversed payments for the months for which they were billed.

Graded Due Date

 

Mnemonic: N/A

 

 

This field displays the graded due date of the loan. Rules for graded due dates are established specifically for your institution. See Special Delinquency Calculation for Consumer Loans on the Loans > Account Information > Account Detail help.

 

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Note: If your customers make or schedule a payment via your institution’s remote banking Web site, a message appears below the Graded Due Date field displaying basic information about the payment. The message appears on both the Delinquent Payments tab and the Contact tab. This message appears in yellow with a red background, as shown below.

 

MAC_paymentmadetoday

 

Payments are made through the Loans > Transactions > EZPay screen, Make Loan Payment screen, Mass Loan Payments screen, or directly through GOLDTeller.

Summary of Plans

 

Mnemonic: N/A

 

 

If this account has any payment plans calculated on the Loans > Payment Calculator screen, the summary of those payment plans will be displayed in these fields, as shown below.

 

MAC_summaryplans

 

The Payment Calculator screen corresponds to GOLDTrak PC and allows you to set up new payment plans and loan agreements, and then open GOLDTrak PC and print accompanying documents for approval.

Overall Marketing Limit

 

Mnemonic: N/A

This is the overall credit limit approved for this borrower. This information is pulled from the Overall Credit Limit field (CIOVCL) on the CIF tab.

Date Last Marketed To

 

Mnemonic: N/A

This field displays the date someone last marketed to this borrower. In order to market (sale) loans to a borrower, the user must select "MK - Marketed for Renewal" from the Comment Code field on this tab.

 


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