The ACH changes menu is an optional tracking menu. You can use it to track ACH changes in the loan.

 

To add a record of a change:

•  Click the Add button.
• Fill in the request date, the remaining fields - form to borrower date, borrower returned date, form to csa date and the comments field are all optional.
• Click save when you finish filling out the relevant information.

To edit an ACH change record:

• Click the hyperlinked request date.

 

•  The edit ACH change popup will appear. Edit the information you need to.
• Click save.

 

To delete a record:

• Click the X icon in the row of the record you would like to delete.

 

 

• A confirmation pop-up will appear, click delete to confirm that you would like to delete the record.