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Showing articles from Boarding a Payment Account tag

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 followin…

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…

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