Navigation:  Loan Screens > Investor Reporting Screen Group > Investor Group Screen > Investor list view

Entry: System, list view

F/M: No

Mnemonic: N/A

Screen: Loans > Investor Reporting > Investor Group screen

 

This list view displays the institution-defined ID number, Name, and Identifier of all investors that have been previously set up for your institution on the Loans > Investor Reporting > Investor Master screen.

 

 

To create a group (and add it to the Group list view), select an investor in this list view, click <Create New Group>, enter information in the fields on this screen, and click <Save Changes>. Investors can be deleted (along with their groups) by selecting them in this list view and clicking <Delete Master and Groups>.

 

Click any column header to organize the list view by that column's information type.