Navigation:  Loans > Loan Screens > Investor Reporting Screen Group > Investor Portal > Investor Portal Loan Information Screen >

Customer Information tab

Navigation:  Loans > Loan Screens > Investor Reporting Screen Group > Investor Portal > Investor Portal Loan Information Screen >

Customer Information tab

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This tab on the Investor Portal Loan Information screen displays basic contact information for the owner of the account. This information includes the name of the account owner, their physical and mailing addresses, their primary phone number and phone type, and whether the loan servicing institution has placed any restrictions on contacting the customer via phone.

 

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Click to expand.

 

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Note For Loan Servicing Employees: This information is pulled from the Customer Relationship Management > Households screen in CIM GOLD.

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