Navigation:  Loan Screens > Account Information Screen Group > Account Detail Screen > Account tab > Plan Description

Entry: System, alphanumeric

F/M: No

Mnemonic: PLDESC

Screen: Loans > Account Information > Account Detail > Account tab

 

This is the description of the promotional loan plan, if applicable. Examples of promotional loans include 90-days no interest, interest free, and no sales tax. Loan plans are specific to your institution.

 

Loan plans are set up for accounts during loan origination.

 

To create different plans for your institution, use the Dealer Setup > Plans screen in CIM GOLD. Once plans are created through that screen, you can add those plans to various dealers who sell loans through your institution. You add dealers to plans using the Dealer System > Plans screen, then click <Relationships>. The dealers you add as relationships can then offer those plans to customers and secure loans through GOLDTrak PC or eGOLDTrak.