Loans > Loan Screens > System Setup Screens

Use this Loans > System Setup screen to set up institution-defined notepad codes. Notepad codes set up on this screen will be available for selection (alongside system-defined notepad codes) on the Loans > Account Information > Notepad screen as well as other locations in CIM GOLD.

lssnc_notepadcodes

Loans > System Setup Screens > Notepad Codes Screen

Notepad codes are created (and added to the list view on this screen) by clicking <Create New>, indicating a 4-character Code number and brief Description of the code, and clicking <Save Changes>.

Previously created notebook codes' Descriptions can be edited by selecting the code in the list view on this screen, but remember: When a notepad code is applied to a loan (on the Notepad screen), the Code is stored on the loan record but the Description is not. Therefore, Code and Description combinations should not be changed once put in use or else the system will display inaccurate notepad information.

The following Code (NQDCOD) and Description (NQDES1) combinations are already defined by the system and are not available for creation on this screen:

Code	Description

AADV	Additional Advance

BKRP	Bankruptcy

DISP

Disputes

EXCP	Underwriting Exception

EXTN	Extensions

INSP	Inspections

RESV

Reserves

Notepad record retention periods can be indicated for your institution on the Deposits > Definitions > System History Retention screen.

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

	Record Identification: The fields on this screen are stored in the FPNQ record (Loan Notepad Comment Codes). You can run reports for this record through GOLDMiner or GOLDWriter. See FPNQ in the Mnemonic Dictionary for a list of all available fields in this record. Also see field descriptions in this help manual for mnemonics to include in reports.