Payments How to add an Owner/Investor/Fund when boarding a payment account
This KB article will give you instructions on how to add an Owner, Investor, or Pool/Fund when boarding a payment account. This process is for clients that have the Ownership piece. You can always add an Owner, Investor, or Pool/Fund after the payment account has been boarded. Please board the payment account follow…
How to Board a Payment Account in Payments
1) Once a loan is in Funded status, go to Payments > Loan Details (menu located on the left side) . This is where you will begin to board your payment account. 2) Fill out all applicable fields. Required fields are marked with a Red asterisk * . 3) Most of the fields are prepopulated from other data …
