ACH Changes
The ACH changes menu is an optional tracking menu. You can use it to track ACH changes in the loan. ![][1] To add a record of a change: * Click the Add button. * Fill in the request date, the remaining fields - form to borrower date, borrower returned date, form to csa date and the comments field are all optio…
Insurance Tracking General Overview
This article will provide a general overview of how to: * Add Insurance Types (Site Administrator function) * Create an Insurance Tracking Record * System Insurance Letters * System Insurance Reports * You may also view the video [here][1] **[Adding Insurance Types][2]: **Insurance Types are Custom and ca…
