The Payoff Request menu is an optional tracking menu. You can use it to track payoff requests. This page is available in the Tracking menu when a loan is in Funded status. It will not be visible before then.

• In a loan that is in Funded status, click on Tracking in the overview menu.
• Click Payoff Requests.

 

To add a new request:

• Click the add button. The add payoff request pop-up will appear.

• Go through and fill in the relevant fields. Make sure you scroll to the end of the pop-up to see all the fields available to you.
• Review the information, then click save.

 

To edit a payoff request:

•  Click the hyperlinked estimate request date.

• The edit payoff pop-up will appear. It contains the same fields as the add payoff request pop-up picture above. 
• Make the edits you wish to make and click save.

To delete a payoff request record: 

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

• A confirmation pop-up will appear. Click the delete  button to confirm you would like to delete the record.