Setup tab |
  
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Navigation: Loans > Loan Screens > Investor Reporting Screen Group > Sell Loan To Investor Screen >
Setup tab |
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This tab is used to set up information concerning the sale of the loan. You must first select the investor master and group in the list views above. This is the master and group you will be selling the loan to.
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WARNING: If the loan being sold is an ARM (payment method 7 or payment method 6 with the User ARM fields marked) then complete the ARM Investor Fields tab before completing the Setup tab. |
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Loans > Investor Reporting > Sell Loan To Investor Screen, Setup Tab
The Investor Name tied to the account (as set up on the Loans > Investor Reporting > Investor Master screen) as well as the investor master and Group Number (as pulled from the Loans > Investor Reporting > Investor Group screen) are displayed at the top-left of this screen.
The field groups on this tab are as follows:
Processing Selections field group
Account Information field group
Regulatory Classifications field group
