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How To... Mortgage Companies
Mortgage Companies can be accessed by selecting "Mortgage Company Records" from the "Interested Parties" menu from the main menu.
Each tax payer account may be assigned a mortgage company. In order to assign a mortgage company to an account, a record with the mortgage company information must be created. Mortgage company records are created off the Interested Parties Menu, Mortgage Company Records.
Once a Mortgage Company has been created it can be assigned to a Tax Payer Account. There are 3 methods to assign mortgage companies to accounts, the are:
3. Mortgage Company File Import - Assignment Tape Process.
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