Related Articles
Deleting Tracking Records and To Zero Out the Balance in Other Funds Field
If a user is unable to adjust the other funds balance by going to Customer Service > Options > Other funds > and selecting the + - field, and the field is grayed out, it is because there is still an active optional Insurance policy in tracking. You ...
Setting Up Other Funds Records
You can set up records for items paid from the other funds balance such as optional insurance policy payments. These types of items can be paid with a loan's other funds balance. To Set up and other funds record Access the tracking application. ...
New/Edit Other Funds Screen
Use the New/Edit Other Funds screen to add, change, or delete information for items paid from the other funds balance a selected loan. For example, a voluntary or optional insurance policy can be paid with a loan's other funds balance. If you are ...
Deleting ARM Templates
You can delete templates that are not being used by any existing ARM loans. Templates you delete will no longer appear in the Template Description field on the ARM Information screen. Use the Adjustable Rate Mortgage Application Options > ARM ...
Modifying Other Funds Records in Servicing Director
How to change records for items paid from the other funds balance for the selected loan. To Modify Other Funds Records: Open the Tracking application. Click Options > Other Funds. The Select Other Funds window appears. Click Edit. The Edit Other ...