Contact Virtual Cards

Contact Virtual Cards are the same regardless of the role the contact has.

The General Tab: Allows you to enter basic information for the contact including their name, title, contact information, what roles the contact has in the system, whether to associate them with a marketing list if you have any set up and the additional information section, where you can list former names. The former names field for SVA 504 loans, flows to section two of the 1244 “Information required to be submitted by each associate of the applicant.”

 

The Associated Companies Tab: allows you to see any Companies associated with the Contact. You will also see the loan number associated with the Contact and Company. Click on the loan number to navigate to the loan.

 

If a contact moves to another company. Mark them as inactive using the Active check mark on the General Tab and create a new entry for the contact with their updated company. Do not delete their old entry! It will affect any loan files they are a part of.

The Associated Loans Tab: will show any loan files the contact is a part of. You can click on the hyperlinked loan number to access the loan file.

The Notes tab: allows you to add notes for a contact.

• Click the add button, a pop up will appear.
• Select the type of note you are creating from the type dropdown list.
• Fill in the note in the Notes field.
• Click Save.

 

The Task tab: allows you to add tasks or assign a task list for a contact. To add a task:

• Click the add button, a pop up will appear.
• Select the type of task you are creating from the type dropdown list.
• Fill in the Task Title in the Task field.
• Add any details you wish in the details section
• Click Save.

To add a task list:

• Click Add Task List
• Select the list from the Task List drop down field.
• Specify the start date, it will always default to the current date, change it if you wish.
• Click Add Tasks. The tasks from the task list will be added to the list of tasks
• Click Save.

The Custom Fields tab: Is only visible if there are any fields assigned to it. Your site administrator can add or remove custom fields as needed. Please click here for the article covering custom fields and how to create them.