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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 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 …

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