Owner ID Records

 
The Owner ID Records screen is where owner records are entered and maintained.  Owner records provides a mechanism to create a single file for an owner who has multiple properties.  The owner id records are assigned to accounts.  The owner id record becomes the central record for the owner information for the accounts.
 
Owner ID Records
 
 
1

Application Control Section

1. Application Control Section
The Application Control Section is where all functions and features are accessed. 
 
Information in this section will change depending on the information the account which has been called up.
 
2

Owner Records Information Section

2. Owner Records Information Section
The Owner Record Information Section allows you to search for a specific Mortgage Company and specify codes pertaining to it.
3

Owner Records History

3. Owner Records History
History of events concerning this owner record.
 
  • Owner Record Create: When this record was created and by whom.
  • Owner Record Update:  Last time this record was updated and by whom.
  • Address Record Changed:  Last time the address on this record was changed and by whom.
  • Return Mail Status drop down.
  • Return Mail Status Date:  Date the return mail status was entered on this record.
4

Electronic Statement Sign-up

4. Electronic Statement Sign-up
Allows you to process ESignUp and list accounts that have been sent an electronic statement to see if the statement has been viewed and print a list of statements that need to be sent via the mail to customers.
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