1.

Accounts list view

This table displays information about all accounts attached to the selected customer. Select an account in this list view to populate the fields on this screen with that account's information.

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

This table displays general account information, such as the account number, the loan type, loan classification, principal balance, balance, term, payment, and status of the loan (open, closed, etc.).

The Back to Original column is calculated as follows:

•If the loan is not a precomputed loan (payment method 3): Original Balance - Payoff Amount - Prepaid Interest - Insurance Premiums - Reserve Coverage Amount - Total Fees = Back to Original

•If the loan is a precomputed loan: Total Payment - Original Interest Add-on - Interest on Insurance - Payoff Amount - Prepaid Interest - Insurance Premiums - Reserve Coverage Amount - Total Fees = Back to Original. If a Tennessee loan, then also subtract Extension Interest.

Some institutions use the Back to Original column for marketing purposes. This amount can give users the lending authority to lend customers additional funds back to the original amount without needing approval.

The Credit Limit column is set up for the account using the Overall Credit Limit field on the Loans > Marketing and Collections screen.

Cash Available is for line-of-credit loans. It displays the remaining line-of-credit that can be borrowed for this account owner. It is pulled from the Remaining Line field on the Loans > Line-of-Credit Loans screen.

The cs1 and cs2 columns display the credit score for this borrower. This information is pulled from GOLDTrak PC at the time of funding. However, you can manually change or enter a credit score using the Edit Credit Score link on the Marketing and Collections screen..

2.

Names list view

This table displays information about all names attached to the selected account, as well as the name of the customer's place of employment. This information is created during loan origination. If you need to make changes to this information, click the <Household> button on the bottom of the Signature Loan Details screen, and make changes using the Households screen.

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

3.

Phones list view

This list view displays information about all phone numbers attached to the selected customer.

Click any column header to organize the list view by that column's information type. Customer phone information is set up during loan origination, but can be changed by clicking the <Household> button on the bottom of the Signature Loan Details screen, and make changes using the on the Customer Relationship Management > Households screen.

4.

References list view

This list view displays information about all references designated by the selected customer.

Click any column header to organize the list view by that column's information type. Reference information is set up on the Personal References tab.