Adding Loan Sources

The source of the loan can be defined as the organization, location, or method which originally supplied the loan application to your institution through the sales process. It may include a branch, store, or an indirect loan source such as an auto dealership.

You can use the information entered here to generate letters or documents to send to the source, informing them of the loan decision.
  1. In the administration navigation pane, click Loan Sources.
  2. Click Create.
  3. Enter a source identification number or code for the new loan source that you are adding.
    The source ID is the identifying code or number applied to the loan source by an external system such as a host system.
  4. (Optional) Enter a member identification number and internal contact name for the loan source.
    The member ID is the identifying code or number applied to the loan source by Origination Manager.
    Note: If you want to use the member ID to indicate which users should work on applications from a particular loan source, you can set up a custom queue definition to include the member ID and then assign that queue to a particular user group.
  5. Enter the business name and address information for the loan source.
  6. Enter the source contact name information for the loan source.
  7. Select the method by which the loan source contact would prefer to be contacted and enter a phone or fax number or email address that can be used to contact the loan source.
  8. Click Create.

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